Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 33 U.S. retirement plans report holding Fidelity Fidelity Freedom Index 2040 fund in their Schedule of Assets, totaling $333.7M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | US ACUTE CARE SOLUTIONS US ACUTE CARE SOLUTIONS PROFIT SHARING/401(K) PLAN AND TRUST | CANTON OH | 6,627 | $1.9B | $174.3M |
| 2 | TK ELEVATOR CORPORATION TK ELEVATOR RETIREMENT SAVINGS PLAN | ATLANTA GA | 3,865 | $667.7M | $41.5M |
| 3 | BRASFIELD & GORRIE, L.L.C. BRASFIELD & GORRIE 401(K) PLAN |
BIRMINGHAM AL |
| 4,289 |
| $492.9M |
| $30.1M |
| 4 | CHRISTIE'S INC. CHRISTIE'S INC. 401(K) SAVINGS PLAN | NEW YORK NY | 583 | $148.3M | $10.8M |
| 5 | KITTELSON & ASSOCIATES, INC. KITTELSON & ASSOCIATES, INC. 401(K) RETIREMENT PLAN | ORLANDO FL | 362 | $72.3M | $8.4M |
| 6 | UNIVERSITY PHYSICIAN GROUP UNIVERSITY PHYSICIAN GROUP 403B RETIREMENT PLAN | DETROIT MI | 652 | $102.3M | $7.7M |
| 7 | WORKWEAR OUTFITTERS, LLC WORKWEAR OUTFITTERS 401K SAVINGS PLAN | NASHVILLE TN | 1,234 | $90.3M | $7.6M |
| 8 | ALBERT A. WEBB ASSOCIATES ALBERT A. WEBB ASSOCIATES PROFIT SHARING AND SALARY DEFERRAL PLAN | RIVERSIDE CA | 182 | $56.2M | $7.4M |
| 9 | UCC HOLDCO, LLC THE 401(K) PLAN OF UCC HOLDCO, LLC | WAUKEGAN IL | 257 | $99.2M | $7.2M |
| 10 | TWO HARBORS INVESTMENT CORP. TWO HARBORS INVESTMENT CORP. 401(K) PLAN | ST. LOUIS PARK MN | 510 | $23.9M | $4.2M |
