Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Fidelity Investments Fid Freedom 2040 K N/A in their Schedule of Assets, totaling $5.5M 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 | NEXTPOINT GROUP, LLC NEXTPOINT GROUP, LLC 401(K) PLAN | CHANTILLY VA | 250 | $45.2M | $2.5M |
| 2 | ACTBLUE, LLC ACTBLUE LLC 401(K) PLAN | SOMERVILLE MA | 309 | $35.8M | $948K |
| 3 | AMERICAN FARMERS & RANCHERS MUTUAL INS. AMERICAN FARMERS & RANCHERS MUTUAL INSURANCE COMPANY 401(K) PLAN |
OKLAHOMA CITY OK |
| 165 |
| $22.6M |
| $826K |
| 4 | HF RUBBER MACHINERY, INC. HF RUBBER MACHINERY 401(K) PLAN | TOPEKA KS | 95 | $8.9M | $740K |
| 5 | WRIGHT INVESTMENTS, INC. WRIGHT INVESTMENTS, INC. RETIREMENT PLAN | MEMPHIS TN | 595 | $3.8M | $406K |
