Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 16 U.S. retirement plans report holding Fidelity Investments Fid Freedom 2040 K in their Schedule of Assets, totaling $28.2M 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 | NEW ENGLAND DONOR SERVICES, INC. RETIREMENT PLAN FOR EMPLOYEES OF NEW ENGLAND DONOR SERVICES, INC. | WALTHAM MA | 342 | $55.6M | $6.1M |
| 2 | ST ENGINEERING IDIRECT, INC. ST ENGINEERING IDIRECT 401(K) PLAN | HERNDON VA | 473 | $161.6M | $5.2M |
| 3 | GRAND CIRCLE LLC GRAND CIRCLE LLC 401(K) PLAN |
BOSTON MA |
| 541 |
| $74.1M |
| $4.8M |
| 4 | BREAZEALE, SACHSE & WILSON BREAZEALE, SACHSE & WILSON, L.L.P. 401(K) RETIREMENT PLAN AND TRUST PLAN | BATON ROUGE LA | 133 | $81.7M | $2.3M |
| 5 | ELAMEX USA, CORP. ELAMEX USA INVESTMENT SAVINGS PLAN AND TRUST | EL PASO TX | 536 | $18.3M | $2.2M |
| 6 | LEGAL SERVICES OF NEW JERSEY, INC. LEGAL SERVICES OF NEW JERSEY INC ER 403B | EDISON NJ | 252 | $24.6M | $1.5M |
| 7 | CLAYTON H. LANDIS COMPANY, INC. CLAYTON H. LANDIS COMPANY, INC. 401(K) RETIREMENT PLAN | SOUDERTON PA | 121 | $30.2M | $1.3M |
| 8 | CHARLES RIVER ANALYTICS INC. CHARLES RIVER ANALYTICS PROFIT SHARING PLAN | CAMBRIDGE MA | 145 | $70.3M | $1.0M |
| 9 | INMAN MILLS INMAN MILLS 401(K) RETIREMENT SAVINGS PLAN | INMAN SC | 506 | $16.5M | $834K |
| 10 | K2SHARE, LLC K2SHARE, LLC 401(K) PLAN | COLLEGE STATION TX | 130 | $14.4M | $772K |
