Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Fidelity Freedom 2040 Mutual funds in their Schedule of Assets, totaling $7.6M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | GRAND LODGE OF F&A MASONS OF CA & RELATED ENTITIES CALIFORNIA MASONIC RETIREMENT PLAN II | SAN FRANCISCO CA | 650 | $49.1M | $3.7M |
| 2 | DISCOVERY NATURAL RESOURCES LLC DISCOVERY NATURAL RESOURCES LLC RETIREMENT PLAN | DENVER CO | 146 | $26.9M | $2.1M |
| 3 | RESOURCES FOR HUMAN DEVELOPMENT, INC. |
PHILADELPHIA PA |
| 3,383 |
| $23.8M |
| $817K |
| 4 | LESLIE DIGITAL IMAGING, L.L.C. LDI 401(K) PROFIT SHARING PLAN | JERICHO NY | 221 | $26.2M | $491K |
| 5 | ELECTROSONIC INC ELECTROSONIC INC. 401(K) RETIREMENT PLAN | ORLANDO FL | 167 | $16.2M | $271K |
| 6 | FOUR M COMMERCIAL OPERATIONS LLC FOUR M 401(K) PLAN | WHITE PLAINS NY | 494 | $14.7M | $246K |
