Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 18 U.S. retirement plans report holding Fidelity Investments Fidelity Freedom 2040 Fund—Class K6 in their Schedule of Assets, totaling $76.9M 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 | VIRTUS INVESTMENT PARTNERS, INC. VIRTUS INVESTMENT PARTNERS, INC. SAVINGS AND INVESTMENT PLAN | HARTFORD CT | 750 | $330.1M | $15.5M |
| 2 | QUIDEL CORPORATION QUIDEL SAVINGS AND RETIREMENT PLAN | SAN DIEGO CA | 1,680 | $125.9M | $12.7M |
| 3 | BANDAI NAMCO ENTERTAINMENT AMERICA INC. |
IRVINE CA |
| 186 |
| $45.2M |
| $7.2M |
| 4 | KEYSTONE AGENCY PARTNERS LLC KEYSTONE AGENCY PARTNERS 401(K) PLAN | HARRISBURG PA | 1,757 | $88.5M | $5.9M |
| 5 | INSIGHTSOFTWARE, LLC INSIGHTSOFTWARE 401(K) PLAN | RALEIGH NC | 780 | $67.1M | $5.8M |
| 6 | EA ENGINEERING, SCIENCE, AND TECHNOLOGY, INC., PBC EA ENGINEERING, SCIENCE, AND TECHNOLOGY, INC., PBC SAVINGS AND RETIREMENT PLAN | HUNT VALLEY MD | 839 | $144.6M | $5.5M |
| 7 | NATIONAL MACHINERY LLC NATIONAL MACHINERY LLC SAVINGS PLAN | TIFFIN OH | 409 | $64.3M | $4.3M |
| 8 | LAMPS PLUS INC LAMPS PLUS 401(K) PLAN | CHATSWORTH CA | 812 | $58.6M | $4.2M |
| 9 | SAUDER WOODWORKING CO. SAUDER WOODWORKING CO. RETIREMENT AND 401(K) PLAN | ARCHBOLD OH | 1,766 | $335.5M | $3.5M |
| 10 | ALKU, LLC ALKU 401(K) PLAN | ANDOVER MA | 1,788 | $65.3M | $3.0M |
