Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 64 U.S. retirement plans report holding Fidelity – Freedom 2040 K in their Schedule of Assets, totaling $314.1M 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 | ALBERT EINSTEIN HEALTHCARE NETWORK ALBERT EINSTEIN HEALTHCARE NETWORK RETIREMENT SAVINGS PLAN | PHILADELPHIA PA | 7,534 | $737.4M | $61.4M |
| 2 | UMASS MEMORIAL HEALTH CARE, INC. UMASS MEMORIAL HEALTH CARE 403(B) PLAN | WORCESTER MA | 5,561 | $649.7M | $47.1M |
| 3 | SIMS GROUP USA HOLDINGS CORP |
CHICAGO IL |
| 2,119 |
| $201.0M |
| $16.5M |
| 4 | HEINEKEN USA, INC. HEINEKEN USA SAVINGS AND RETIREMENT PLAN | WHITE PLAINS NY | 436 | $208.8M | $12.5M |
| 5 | LINAMAR HOLDINGS NEVADA, INC. LINAMAR HOLDINGS NEVADA, INC. 401(K) PLAN | LIVONIA MI | 2,934 | $125.0M | $11.5M |
| 6 | WAKEFERN FOOD CORP. WAKEFERN FOOD CORPORATION 401(K) SAVINGS PLAN | KEASBEY NJ | 1,937 | $478.5M | $11.2M |
| 7 | LANSING BUILDING PRODUCTS, LLC LANSING BUILDING PRODUCTS, LLC 401K PLAN | RICHMOND VA | 1,865 | $125.6M | $11.1M |
| 8 | WORCESTER POLYTECHNIC INSTITUTE WORCESTER POLYTECHNIC INSTITUTE DEFINED CONTRIBUTION PLAN | WORCESTER MA | 1,512 | $687.1M | $11.0M |
| 9 | ALBERT EINSTEIN HEALTHCARE NETWORK EINSTEIN MEDICAL CENTER MONTGOMERY RETIREMENT SAVINGS PLAN | PHILADELPHIA PA | 2,429 | $127.9M | $10.2M |
| 10 | HILLYARD INDUSTRIES, INC. HILLYARD 401(K) PLAN | SAINT JOSEPH MO | 827 | $153.4M | $8.7M |
