Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 17 U.S. retirement plans report holding Fidelity* Freedom 2040 K6 Fund in their Schedule of Assets, totaling $63.3M 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 | WORLD KINECT CORPORATION WORLD KINECT CORPORATION 401(K) PROFIT SHARING PLAN | MIAMI FL | 2,431 | $382.7M | $25.6M |
| 2 | W. B. MASON CO. INC. W. B. MASON COMPANY RETIREMENT 401(K) PLAN & TRUST | BROCKTON MA | 2,781 | $204.9M | $12.8M |
| 3 | MULTIVAC, INC. MULTIVAC, INC. PROFIT SHARING 401(K) PLAN |
KANSAS CITY MO |
| 518 |
| $92.3M |
| $3.4M |
| 4 | MONARCH CASINO & RESORT, INC. MONARCH CASINO & RESORT, INC. 401K PLAN | RENO NV | 3,378 | $43.0M | $3.1M |
| 5 | PROCESSUNITY INC PROCESSUNITY INC 401(K) PROFIT SHARING PLAN AND TRUST | CONCORD MA | 258 | $20.1M | $2.7M |
| 6 | PREIT SERVICES, LLC PREIT SERVICES, LLC PROFIT-SHARING 401(K) PLAN | PHILADELPHIA PA | 194 | $53.1M | $2.7M |
| 7 | FLYWIRE CORPORATION FLYWIRE RETIREMENT PLAN | BOSTON MA | 391 | $36.9M | $2.1M |
| 8 | AMERICAN ACADEMY OF DERMATOLOGY INC AMERICAN ACADEMY OF DERMATOLOGY 403B PLAN | ROSEMONT IL | 204 | $65.9M | $2.0M |
| 9 | SUMARIA SYSTEMS, LLC SUMARIA SYSTEMS, LLC 401(K) PROFIT SHARING PLAN | PEABODY MA | 408 | $41.1M | $1.9M |
| 10 | CLICKSTOP, INC. CLICKSTOP, INC. 401(K) PLAN | URBANA IA | 326 | $12.3M | $1.9M |
