Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Fidelity Freedom 2040 CP D in their Schedule of Assets, totaling $34.3M 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 | WARNER MUSIC GROUP WARNER MUSIC GROUP 401(K) PLAN | NEW YORK NY | 2,173 | $446.3M | $18.2M |
| 2 | FLATIRON CONSTRUCTION CORP. FLATIRON CONSTRUCTION CORP. 401(K) PROFIT SHARING PLAN | BROOMFIELD CO | 1,572 | $261.0M | $14.5M |
| 3 | FLATIRON CONSTRUCTORS, INC. FLATIRON NON-UNION HOURLY EMPLOYEES' 401(K) PLAN |
BROOMFIELD CO |
| 690 |
| $16.3M |
| $1.7M |
