Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Fidelity Freedom K 2040 Fund* in their Schedule of Assets, totaling $55.1M 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 | NATIONAL BASKETBALL ASSOCIATION NBA RETIREMENT PLAN | SECAUCUS NJ | 1,834 | $760.2M | $40.5M |
| 2 | JAGUAR LAND ROVER NORTH AMERICA, LLC JAGUAR LAND ROVER 401(K) RETIREMENT SAVINGS PLAN | MAHWAH NJ | 420 | $118.7M | $7.9M |
| 3 | AMERICAN DIABETES ASSOCIATION AMERICAN DIABETES ASSOCIATION 403(B) RETIREMENT SAVINGS PLAN |
ARLINGTON VA |
| 433 |
| $42.5M |
| $2.9M |
| 4 | BRADLEY MEDIA HOLDINGS, INC. BRADLEY MEDIA HOLDINGS, INC 401(K) PLAN | WASHINGTON DC | 151 | $45.4M | $1.8M |
| 5 | AMERICAN DIABETES ASSOCIATION AMERICAN DIABETES ASSOCIATION 401(A) RETIREMENT PLAN | ARLINGTON VA | 431 | $20.3M | $984K |
| 6 | DAUBERT INDUSTRIES, INC. DAUBERT INDUSTRIES, INC. PROFIT SHARING PLAN | BURR RIDGE IL | 249 | $63.4M | $918K |