Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding FIDELITY FREEDOM 2040 K Registered Investment Companies in their Schedule of Assets, totaling $1.9M 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 | CARSON MEDICAL GROUP CARSON MEDICAL GROUP 401(K) RETIREMENT PLAN | CARSON CITY NV | 193 | $36.9M | $1.9M |
