Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 20 U.S. retirement plans report holding Fidelity Freedom 2040 K Fund " in their Schedule of Assets, totaling $102.8M 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 | HAVAS NORTH AMERICA, INC. HAVAS NORTH AMERICA 401(K) RETIREMENT PLAN | NEW YORK NY | 3,458 | $670.3M | $40.4M |
| 2 | VONAGE HOLDINGS CORP VONAGE 401(K) RETIREMENT PLAN | HOLMDEL NJ | 1,218 | $289.3M | $17.7M |
| 3 | PREGIS LLC PREGIS LLC RETIREMENT AND SAVINGS PLAN | CHICAGO IL | 2,874 | $185.1M | $10.7M |
| 4 | THE KRESGE FOUNDATION THE KRESGE FOUNDATION EMPLOYEE SAVINGS PLAN | TROY MI | 124 | $63.1M | $7.2M |
| 5 | THE MCCALLIE SCHOOL THE MCCALLIE SCHOOL 401(K) PLAN | CHATTANOOGA TN | 336 | $57.7M | $4.7M |
| 6 | DOWNS RACHLIN MARTIN PLLC DOWNS RACHLIN MARTIN RETIREMENT PLAN | ST. JOHNSBURY VT | 129 | $119.6M | $3.7M |
| 7 | NATIONAL AUSTRALIA BANK LIMITED NAB GROUP/USA 401(K) INVESTMENT PLAN | NEW YORK NY | 100 | $61.0M | $3.1M |
| 8 | BUCHER HYDRAULICS, INC. BUCHER HYDRAULICS, INC. 401(K) SAVINGS AND PROFIT SHARING PLAN | GRAND RAPIDS MI | 468 | $53.9M | $2.7M |
| 9 | ADVANTAGE MANAGEMENT CORPORATION THE PROFIT SHARING PLUS PLAN (THE PLAN) OF ADVANTAGE MANAGEMENT CORPORATION | EAGAN MN | 1,332 | $54.6M | $2.6M |
| 10 | SHIROKI NORTH AMERICA, INC. SHIROKI NORTH AMERICA, INC. 401(K) RETIREMENT & SAVINGS PLAN. | SMITHVILLE TN | 754 | $39.3M | $1.7M |
