Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding Fidelity Freedom 2040 K Fund Mutual fund in their Schedule of Assets, totaling $37.1M 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 | MACOM TECHNOLOGY SOLUTIONS HOLDINGS, INC. MACOM TECHNOLOGY SOLUTIONS HOLDINGS, INC. 401(K) PLAN | LOWELL MA | 1,273 | $277.0M | $9.5M |
| 2 | MONTEREY BAY AQUARIUM RESEARCH INSTITUTE MONTEREY BAY AQUARIUM RESEARCH INSTITUTE 403(B) PLAN | MOSS LANDING CA | 272 | $126.6M | $8.0M |
| 3 | AMYRIS, INC. |
EMERYVILLE CA |
| 247 |
| $98.6M |
| $6.4M |
| 4 | BLOOM ENERGY CORPORATION BLOOM ENERGY CORPORATION 401K PLAN | SAN JOSE CA | 1,718 | $144.4M | $4.2M |
| 5 | COMMCARE CORPORATION COMMCARE CORPORATION 401(K) PLAN | MANDEVILLE LA | 1,911 | $20.8M | $2.8M |
| 6 | KIRWAN SURGICAL PRODUCTS LLC KIRWAN SURGICAL PRODUCTS 401K PROFIT SHARING PLAN | MARSHFIELD MA | 166 | $41.0M | $2.3M |
| 7 | ARIA SYSTEMS, LLC ARIA SYSTEMS, LLC 401K RETIREMENT PLAN | SAN FRANCISCO CA | 109 | $17.4M | $1.6M |
| 8 | EMPLIFI INC. EMPLIFI INC. 401(K) PROFIT SHARING PLAN | COLUMBUS OH | 116 | $17.0M | $1.4M |
| 9 | BAC COMMUNITY BANK BAC COMMUNITY BANK 401(K) PLAN | STOCKTON CA | 100 | $20.4M | $475K |
| 10 | CONSERVATION LAW FOUNDATION, INC. CLF RETIREMENT PLAN | BOSTON MA | 144 | $18.1M | $334K |
