Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Fidelity Investments Fid Adv Freedom 2040 K6 Fund in their Schedule of Assets, totaling $5.1M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | NUTRISYSTEM INC. WELLFUL, INC. 401(K) PLAN | FORT WASHINGTON PA | 438 | $36.6M | $4.7M |
| 2 | HUDSONVILLE CREAMERY AND ICE CREAM COMPANY, LLC HUDSONVILLE CREAMERY AND ICE CREAM COMPANY, LLC RETIREMENT SAVINGS PLAN | HOLLAND MI | 254 | $15.7M | $475K |
