Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 61 U.S. retirement plans report holding Fidelity Freedom 2040 Fund-Class K in their Schedule of Assets, totaling $223.0M 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 | TRUBRIDGE, INC. TRUBRIDGE 401(K) RETIREMENT PLAN | MOBILE AL | 1,821 | $187.0M | $25.9M |
| 2 | ETHOSENERGY GTS HOLDINGS (US) LLC ETHOSENERGY 401(K) PLAN | HOUSTON TX | 1,342 | $337.3M | $22.2M |
| 3 | CONMED CORPORATION CONMED CORPORATION RETIREMENT SAVINGS PLAN |
LARGO FL |
| 2,181 |
| $341.8M |
| $20.0M |
| 4 | ROBINS KAPLAN LLP ROBINS KAPLAN LLP PROFIT SHARING & SAVINGS PLAN | MINNEAPOLIS MN | 447 | $382.5M | $17.1M |
| 5 | AS AMERICA, INC. AS AMERICA, INC. 401(K) PLAN | PISCATAWAY NJ | 1,765 | $171.8M | $16.9M |
| 6 | SURVEYING AND MAPPING, LLC SAM HOLDING COMPANY, INC. & SUBSIDIARIES 401(K) PLAN | AUSTIN TX | 1,727 | $113.8M | $9.5M |
| 7 | ALLIANT CREDIT UNION ALLIANT CREDIT UNION 401(K) PLAN | CHICAGO IL | 873 | $137.2M | $9.4M |
| 8 | ENERFLEX INC. ENERFLEX INC. AND SUBSIDIARIES MATCHED SAVINGS PLAN | HOUSTON TX | 1,257 | $124.4M | $7.7M |
| 9 | IAN, EVAN & ALEXANDER CORPORATION EVERWATCH 401(K) PLAN | RESTON VA | 243 | $97.6M | $6.5M |
| 10 | MACK MOLDING COMPANY, INC. MACK MOLDING COMPANY EMPLOYEE SAVINGS AND PROFIT SHARING PLAN | ARLINGTON VT | 1,743 | $97.2M | $6.0M |
