Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Fidelity Freedom 2040 Mutual Fund NR in their Schedule of Assets, totaling $19.8M 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 | SEV1TECH, LLC SEV1TECH, LLC 401(K) PLAN | WOODBRIDGE VA | 962 | $115.2M | $12.7M |
| 2 | SCIENCE & ENGINEERING SERVICES, INC. SCIENCE & ENGINEERING SERVICES, INC. 401(K) PLAN | COLUMBIA MD | 673 | $71.5M | $3.9M |
| 3 | MAXIMUS, INC. MAXIMUS GSA RETIREMENT PLAN |
MCLEAN VA |
| 18,673 |
| $21.8M |
| $1.6M |
| 4 | STRATUS SOLUTIONS INC. APPLIED INSIGHT 401(K) PLAN FOR FORMER STRATUS EMPLOYEES | FULTON MD | 40 | $14.2M | $1.4M |
| 5 | THE POTOMAC SCHOOL THE POTOMAC SCHOOL TAX-DEFERRED SAVINGS AND RETIREMENT PLAN | MCLEAN VA | 248 | $120.3M | $177K |
