Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 153 U.S. retirement plans report holding Fidelity** Freedom 2040 Fund in their Schedule of Assets, totaling $483.1M 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 | ALIXPARTNERS, LLP ALIXPARTNERS 401(K) SAVINGS AND FIRM CONTRIBUTION PLAN | SOUTHFIELD MI | 1,844 | $601.7M | $36.2M |
| 2 | NETSCOUT SYSTEMS, INC. NETSCOUT SYSTEMS, INC. 401(K) PLAN | WESTFORD MA | 1,326 | $645.1M | $34.2M |
| 3 | OLDCASTLE BUILDING ENVELOPE, INC. OLDCASTLE BUILDING ENVELOPE 401(K) PLAN |
DALLAS TX |
| 5,833 |
| $332.5M |
| $30.0M |
| 4 | ALMAC GROUP, INC. ALMAC 401(K) RETIREMENT PLAN | SOUDERTON PA | 2,128 | $230.6M | $27.4M |
| 5 | HOVNANIAN ENTERPRISES, INC. HOVNANIAN SAVINGS AND INVESTMENT RETIREMENT PLAN | MATAWAN NJ | 1,967 | $438.8M | $20.0M |
| 6 | STRATASYS, INC. STRATASYS, INC. 401(K) SALARY SAVINGS PLAN | EDEN PRAIRIE MN | 838 | $179.0M | $15.8M |
| 7 | THE DREES COMPANY THE DREES COMPANY PROFIT SHARING PLAN | FORT MITCHELL KY | 825 | $159.8M | $12.6M |
| 8 | ADVISER COMPLIANCE ASSOCIATES, LLC DBA ACA GROUP ADVISER COMPLIANCE ASSOCIATES, LLC DBA ACA GROUP 401(K) PLAN | SILVER SPRING MD | 1,086 | $140.7M | $11.9M |
| 9 | WILLIAMS INTERNATIONAL CO, LLC WILLIAMS INTERNATIONAL EMPLOYEES SAVINGS PLAN | PONTIAC MI | 2,238 | $274.2M | $10.6M |
| 10 | EXTREME ENGINEERING SOLUTIONS, INC. EXTREME ENGINEERING SOLUTIONS, INC. 401(K) PLAN | VERONA WI | 452 | $61.2M | $9.9M |
