Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Fidelity Fidelity Freedom K 2040 in their Schedule of Assets, totaling $17.5M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | KAJIMA U.S.A. INC. KAJIMA U.S.A. INC. 401(K) AND PROFIT SHARING PLAN | ATLANTA GA | 1,148 | $244.9M | $8.1M |
| 2 | APOTEX CORP APOTEX CORP. RETIREMENT SAVINGS PLAN | WESTON FL | 189 | $39.7M | $5.1M |
| 3 | KEWAUNEE SCIENTIFIC CORP. 401(K) INCENTIVE SAVINGS PLAN FOR SALARIED AND HOURLY EMPLOYEES OF KEWAUNEE SCIENTIFIC CORPORATION |
STATESVILLE NC |
| 524 |
| $50.8M |
| $2.2M |
| 4 | LEWIS MANAGEMENT CORP. LEWIS MANAGEMENT CORP. 401(K) PLAN | UPLAND CA | 668 | $72.0M | $2.0M |
