Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Fidelity Investments Fidelity Freedom 2040 K6 N/R in their Schedule of Assets, totaling $20.5M 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 | ONESOURCE VIRTUAL, INC. ONESOURCE VIRTUAL, INC. 401(K) PLAN | DALLAS TX | 987 | $52.0M | $5.7M |
| 2 | PISTON AUTOMOTIVE, LLC PISTON GROUP 401(K) PLAN | REDFORD MI | 1,214 | $42.1M | $4.5M |
| 3 | ACCESS & INTEGRATED PRACTICE HOLDINGS LLC ACCESS & INTEGRATED PRACTICE HOLDINGS 401(K) PLAN |
BLOOMINGTON MN |
| 623 |
| $57.1M |
| $4.2M |
| 4 | NEXPERIA USA INC. NEXPERIA USA INC. 401(K) PLAN | RICHARDSON TX | 143 | $18.8M | $2.5M |
| 5 | WSOL, LLC WSOL, LLC 401(K) PROFIT SHARING PLAN | PLANO TX | 187 | $12.6M | $1.3M |
| 6 | WINZER CORPORATION WINZER CORPORATION 401(K) PLAN | PLANO TX | 178 | $7.7M | $1.2M |
| 7 | PALM BEACH TAN INC. PALM BEACH TAN INC. 401K PLAN | IRVING TX | 1,677 | $11.3M | $970K |
