Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Fidelity Investments FID FRDM BLD 2040 K6 in their Schedule of Assets, totaling $2.0M 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 | DELTA ENGINEERS, ARCHITECTS & LAND SURVEYORS, DPC DELTA ENGINEERS, ARCHITECTS & LAND SURVEYORS, DPC RETIREMENT SAVINGS PLAN | ENDWELL NY | 103 | $20.7M | $1.4M |
| 2 | PLYMOUTH HARBOR, INC. PLYMOUTH HARBOR, INC. RETIREMENT SAVINGS PLAN 401(K) | SARASOTA FL | 370 | $8.8M | $607K |
