Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 47 U.S. retirement plans report holding Fidelity Freedom 2040 K Mutual fund - in their Schedule of Assets, totaling $113.1M 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 | THE RICHARDS GROUP, INC. TRG 401(K) AND PROFIT SHARING PLAN | DALLAS TX | 219 | $187.9M | $18.7M |
| 2 | OMNIVISION TECHNOLOGIES, INC. OMNIVISION TECHNOLOGIES 401(K) PLAN | SANTA CLARA CA | 554 | $192.5M | $9.4M |
| 3 | ADVANTECH CORPORATION ADVANTECH CORPORATION 401(K) PLAN |
MILPITAS CA |
| 514 |
| $86.5M |
| $6.5M |
| 4 | SUOMINEN US HOLDING, INC. SUOMINEN 401(K) PLAN | WINDSOR LOCKS CT | 350 | $50.7M | $6.4M |
| 5 | THE HENRY J. KAISER FAMILY FOUNDATION THE HENRY J. KAISER FAMILY FOUNDATION 401(K) PLAN | SAN FRANCISCO CA | 211 | $115.6M | $5.9M |
| 6 | AUTOMATIONDIRECT.COM INC. AUTOMATIONDIRECT.COM 401(K) PLAN | CUMMING GA | 394 | $107.6M | $5.1M |
| 7 | M. S. WALKER, INC. M.S. WALKER RETIREMENT TRUST | NORWOOD MA | 549 | $62.1M | $4.5M |
| 8 | AMERICAN FURNITURE WAREHOUSE AMERICAN FURNITURE WAREHOUSE 401(K) PLAN | ENGLEWOOD CO | 3,255 | $96.0M | $4.0M |
| 9 | 21ST CENTURY EQUIPMENT, LLC 21ST CENTURY EQUIPMENT, LLC 401(K) PLAN | SCOTTSBLUFF NE | 647 | $42.6M | $3.8M |
| 10 | UNIGROUP C.A. UNIGROUP, C.A. RESOURCES FOR EMPLOYEES' LEISURE YEARS PLAN | FENTON MO | 560 | $119.2M | $3.6M |
