Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 46 U.S. retirement plans report holding Fidelity** Freedom 2040 in their Schedule of Assets, totaling $191.8M 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 | POINT32HEALTH POINT32HEALTH 401(K) PLAN | WATERTOWN MA | 4,237 | $1.3B | $81.1M |
| 2 | SPROUTS FARMERS MARKETS HOLDINGS, LLC SPROUTS FARMERS MARKETS HOLDINGS, LLC EMPLOYEE 401(K) SAVINGS PLAN | PHOENIX AZ | 35,946 | $264.6M | $21.4M |
| 3 | COLSON MEDICAL LLC THE COLSON MEDICAL LLC EMPLOYEES' RETIREMENT PLAN | CHICAGO IL | 1,271 | $190.2M | $12.4M |
| 4 | LIBERTY COMMUNICATIONS OF PUERTO RICO LLC LIBERTY PUERTO RICO 401 (K) SAVINGS PLAN | DENVER CO | 871 | $62.5M | $11.0M |
| 5 | WELLTOWER INC. WELLTOWER INC. RETIREMENT PLAN AND TRUST | TOLEDO OH | 651 | $104.3M | $7.7M |
| 6 | OFFIT KURMAN, P.A. OFFIT KURMAN, P.A. 401(K) PROFIT SHARING PLAN | BETHESDA MD | 524 | $86.9M | $7.6M |
| 7 | CURBLINE TRS LLC CURBLINE 401(K) PLAN AND TRUST | BEACHWOOD OH | 209 | $60.6M | $4.8M |
| 8 | WILLIAMS INDUSTRIAL SERVICES GROUP INC. WILLIAMS INDUSTRIAL SERVICES GROUP INC. SAVINGS PLAN | ATLANTA GA | 354 | $44.7M | $4.1M |
| 9 | SITE CENTERS CORP. SITE CENTERS CORP. 401(K) PLAN & TRUST | BEACHWOOD OH | 221 | $56.7M | $3.8M |
| 10 | BERLINROSEN HOLDINGS BERLINROSEN HOLDINGS 401(K) PLAN | NEW YORK NY | 582 | $55.9M | $3.2M |
