Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Fidelity Frdm Idx 2040 Prm Fd in their Schedule of Assets, totaling $49.0M 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 | ALLIED SOLUTIONS, LLC ALLIED SOLUTION , LLC | CARMEL IN | 1,591 | $123.2M | $29.4M |
| 2 | MIDWEST VETERINARY PARTNERS. LLC MIDWEST VETERINARY PARTNERS 401(K) PLAN | SOUTHFIELD MI | 7,950 | $165.5M | $18.0M |
| 3 | QUALITY CARRIERS, INC. QUALITY CARRIERS, INC. 401(K) PLAN |
TAMPA FL |
| 3,724 |
| $52.2M |
| $914K |
| 4 | MAASS CORPORATION SPC OLIVER'S MARKET 401(K) PROFIT SHARING PLAN | SANTA ROSA CA | 662 | $31.2M | $440K |
| 5 | LIVANTA LLC LEADER 401(K) PLAN | ANNAPOLIS JCT MD | 412 | $2.6M | $178K |
