Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 24 U.S. retirement plans report holding Fidelity Freedom 2040 Fund Class K Mutual fund in their Schedule of Assets, totaling $70.6M 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 | BANGOR SAVINGS BANK BANGOR SAVINGS BANK 401(K) PLAN & TRUST AGREEMENT | BANGOR ME | 1,149 | $166.9M | $14.2M |
| 2 | OHI WEST MEDICAL GROUP II LLC FLORIDA MEDICAL CLINIC, LLC 401(K) PLAN AND TRUST | ZEPHYRHILLS FL | 1,866 | $314.0M | $12.2M |
| 3 | ROSENDIN ELECTRIC ROSENDIN ELECTRIC 401(K) SAVINGS PLAN |
SAN JOSE CA |
| 2,243 |
| $188.8M |
| $11.0M |
| 4 | INTESA SANPAOLO S.P.A. INTESA SANPAOLO S.P.A. EMPLOYEES 401(K) SAVINGS PLAN | NEW YORK NY | 167 | $82.2M | $5.1M |
| 5 | WESTERN NEVADA SUPPLY CO. WESTERN NEVADA SUPPLY COMPANY 401(K) PLAN | SPARKS NV | 389 | $40.7M | $4.0M |
| 6 | RISI, INC. FASTMARKETS SAVINGS AND INVESTMENT PLAN | BURLINGTON MA | 154 | $34.0M | $3.6M |
| 7 | JEP MANAGEMENT, INC. JEP MANAGEMENT & AFFILIATES 401(K) PLAN | WYNNEWOOD PA | 378 | $58.3M | $2.5M |
| 8 | ACTORS' FUND OF AMERICA ACTORS' FUND OF AMERICA 401(K) PLAN | NEW YORK NY | 324 | $36.6M | $2.0M |
| 9 | WAYTEK, INC. WAYTEK, INC. EMPLOYEE SAVINGS AND PROFIT SHARING PLAN | CHANHASSEN MN | 119 | $19.5M | $1.9M |
| 10 | DISTRICT ENERGY HOLDINGS LLC DISTRICT ENERGY HOLDINGS 401(K) PLAN | HOUSTON TX | 136 | $19.3M | $1.9M |
