Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 25 U.S. retirement plans report holding Fidelity Freedom 2040 Fund K " in their Schedule of Assets, totaling $108.3M 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 | SEADRILL AMERICAS INC. SEADRILL AMERICAS INC. 401(K) RETIREMENT SAVINGS PLAN | HOUSTON TX | 643 | $146.6M | $16.1M |
| 2 | MEDIAOCEAN LLC MEDIAOCEAN LLC 401(K) PLAN | NEW YORK NY | 668 | $209.2M | $12.6M |
| 3 | HUNTSWORTH GROUP, INC. INIZIO USA 401(K) PLAN |
YARDLEY PA |
| 1,094 |
| $132.9M |
| $12.5M |
| 4 | HAYWARD INDUSTRIES, INC. HAYWARD INDUSTRIES, INC. RETIREMENT PLAN | CHARLOTTE NC | 1,454 | $214.4M | $10.3M |
| 5 | THE RAWLINGS COMPANY LLC THE RAWLINGS GROUP 401(K) PLAN | LAGRANGE KY | 1,593 | $126.1M | $9.8M |
| 6 | LOPAREX, LLC LOPAREX LLC 401(K) PLAN | CARY NC | 546 | $97.9M | $8.8M |
| 7 | PVS PVS CHEMICALS, INC. 401(K) PROFIT SHARING PLAN | DETROIT MI | 1,297 | $158.0M | $7.4M |
| 8 | JIM BEAM BRANDS CO. JIM BEAM BRANDS COMPANY UNION 401(K) PLAN | CHICAGO IL | 649 | $57.5M | $5.3M |
| 9 | THE JOHN GORE ORGANIZATION, INC. THE JOHN GORE ORGANIZATION, INC. 401K AND PROFIT SHARING PLAN | NEW YORK NY | 263 | $43.9M | $3.1M |
| 10 | NEW ENGLAND CONSERVATORY NEW ENGLAND CONSERVATORY OF MUSIC 403(B) PLAN | BOSTON MA | 604 | $78.3M | $2.8M |
