Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Fidelity Freedom 2040 K Fund Registered Investment Company in their Schedule of Assets, totaling $6.2M 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 | CONTROL RISKS GROUP, LLC CONTROL RISKS GROUP, LLC PROFIT SHARING PLAN | WASHINGTON DC | 342 | $42.2M | $5.4M |
| 2 | NORTON PACKAGING, INC. NORTON PACKAGING INC 401(K) AND PROFIT SHARING PLAN | HAYWARD CA | 223 | $17.0M | $753K |
