Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Fidelity Investments Fidelity Freedom 2040 Fund; K6 in their Schedule of Assets, totaling $12.1M 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 | HUNTER DEFENSE TECHNOLOGIES, INC. HUNTER DEFENSE TECHNOLOGIES INC. 401K RETIREMENT PLAN | SOLON OH | 1,145 | $83.3M | $5.8M |
| 2 | LABATT FOOD SERVICE LABATT FOOD SERVICE EMPLOYEES' PROFIT SHARING PLAN | SAN ANTONIO TX | 1,586 | $83.3M | $3.2M |
| 3 | MILLER ENVIRONMENTAL GROUP, INC. |
CALVERTON NY |
| 497 |
| $25.9M |
| $2.0M |
| 4 | C & J INDUSTRIES, INC. C & J INDUSTRIES, INC. 401(K) PROFIT SHARING PLAN | MEADVILLE PA | 271 | $14.4M | $495K |
| 5 | PEDIATRIC HOME HEALTHCARE, LLC PEDIATRIC HOME HEALTHCARE, LLC 401(K) PLAN | DALLAS TX | 1,108 | $2.8M | $477K |
| 6 | TALL BROWN DOG, LLC TALL BROWN DOG RETIREMENT PLAN | GRAND RAPIDS MI | 126 | $1.8M | $194K |
