Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Fidelity Frdm Idx 2040 Inv Fd in their Schedule of Assets, totaling $4.2M 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 | JAMESTOWN MANAGEMENT CORP. JAMESTOWN 401(K) PLAN | ATLANTA GA | 544 | $90.2M | $3.0M |
| 2 | COWAY USA INC. COWAY USA INC. 401(K) PLAN | LOS ANGELES CA | 475 | $7.7M | $1.0M |
| 3 | CALIFORNIA CREATIVE SOLUTIONS INC CALIFORNIA CREATIVE SOLUTIONS INC 401(K) PLAN |
POWAY CA |
| 215 |
| $2.3M |
| $82K |
| 4 | AGAMERICA LENDING LLC AGAMERICA LENDING LLC 401(K) PLAN | LAKELAND FL | 113 | $10.7M | $12K |
