Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Fidelity Freedom Blend 2040 K6 in their Schedule of Assets, totaling $16.8M 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 | PREFERRED MUTUAL INSURANCE COMPANY PREFERRED MUTUAL INSURANCE COMPANY EMPLOYEES' CASH AND DEFERRED SAVINGS PROFIT SHARING PLAN | NEW BERLIN NY | 312 | $48.4M | $4.2M |
| 2 | SAFILO USA, INC. SAFILO USA INC./SMITH SPORT OPTICS INC. 401K PLAN | SECAUCUS NJ | 590 | $61.6M | $3.0M |
| 3 | HIGHLANDS RESIDENTIAL MORTGAGE |
ALLEN TX |
| 433 |
| $27.7M |
| $2.8M |
| 4 | CHARLES PENZONE, INC. CHARLES PENZONE, INC. 401(K) PLAN AND TRUST | DUBLIN OH | 307 | $14.6M | $2.6M |
| 5 | ROSS EDUCATION HOLDINGS, INC. ROSS EDUCATION HOLDINGS, INC. PROFIT SHARING & 401(K) PLAN | CLINTON TWP MI | 564 | $13.7M | $1.6M |
| 6 | ALLCARE MEDICAL MANAGEMENT, INC. ALLCARE MEDICAL MANAGEMENT, INC. RETIREMENT PLAN | SAN BERNADINO CA | 217 | $7.6M | $1.5M |
| 7 | MATRIX SCIENCES INTERNATIONAL IN MATRIX SCIENCES INTERNATIONAL INC. 401(K) PLAN | MT. PROSPECT IL | 261 | $8.2M | $555K |
| 8 | MARCO DISPLAY SPECIALISTS MARCO DISPLAY SPECIALISTS, L.P. 401(K) EMPLOYEES' SAVING PLAN | FORT WORTH TX | 234 | $5.7M | $401K |
| 9 | CRAWFORD HOYING, LTD. CRAWFORD HOYING 401(K) PLAN | DUBLIN OH | 174 | $7.1M | $166K |
