Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Fidelity Freedom Blend 2040 Commingled Pool " in their Schedule of Assets, totaling $33.7M 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 | HOUGHTON MIFFLIN HARCOURT PUBLISHING COMPANY HOUGHTON MIFFLIN 401(K) SAVINGS PLAN | BOSTON MA | 2,768 | $644.2M | $22.2M |
| 2 | MARIGOLD GROUP, INC. MARIGOLD 401(K) PLAN | NASHVILLE TN | 475 | $76.7M | $8.3M |
| 3 | EMMA, INC. MARIGOLD 401(K) PLAN |
| 345 |
| $31.3M |
| $3.0M |
| 4 | KS ENGINEERS, P.C. KS ENGINEERS, P.C. 401(K) RETIREMENT PLAN | NEWARK NJ | 281 | $35.8M | $246K |
