Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Fidelity Index 2040 Fund Institutional Premium Class in their Schedule of Assets, totaling $3.2M 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 | KENNEDYS CMK LLP KENNEDYS CMK LLP 401(K) PROFIT SHARING PLAN AND TRUST | BASKING RIDGE NJ | 437 | $44.0M | $2.8M |
| 2 | LIFEWAY MOBILITY HOLDINGS, LLC LIFEWAY MOBILITY 401(K) PLAN | HARTFORD CT | 274 | $5.6M | $475K |
