Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Fidelity Freedom 2040 Fund- Class K Registered Investment Company in their Schedule of Assets, totaling $11.8M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | CSI LEASING, INC. CSI LEASING, INC. 401(K) PLAN | WELDON SPRING MO | 739 | $116.9M | $3.2M |
| 2 | FLATIRON CRANE OPERATING COMPANY, LLC FLATIRON CRANE OPERATING COMPANY, LLC 401(K) SAVINGS PROGRAM | READING PA | 524 | $41.8M | $2.5M |
| 3 | PLAYHOUSE SQUARE FOUNDATION PLAYHOUSE SQUARE FOUNDATION 401(K) PLAN |
CLEVELAND OH |
| 455 |
| $24.6M |
| $1.8M |
| 4 | R.M. CHIN & ASSOCIATES, INC R.M. CHIN & ASSOCIATES, INC. PROFIT SHARING/ 401(K) PLAN | CHICAGO IL | 119 | $21.3M | $1.7M |
| 5 | CHRISTIANBOOK, LLC CHRISTIANBOOK, LLC 401(K) PLAN | PEABODY MA | 464 | $21.7M | $1.1M |
| 6 | AC MARTIN, INC. AC MARTIN, INC. 401K PLAN | LOS ANGELES CA | 138 | $35.4M | $608K |
| 7 | ENVALIOR ENGINEERING MATERIALS INC. ENVALIOR ENGINEERING MATERIALS INC. RETIREMENT PLAN | EVANSVILLE IN | 190 | $19.7M | $447K |
| 8 | HUDSON PRINTING CO HUDSON PRINTING 401(K) PLAN | SALT LAKE CITY UT | 222 | $10.1M | $351K |
