Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Fidelity Investments* Fidelity Freedom 2040 K in their Schedule of Assets, totaling $34.3M 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 | KALITTA AIR, LLC KALITTA COMPANIES 401(K) SAVINGS PLAN | YPSILANTI MI | 3,783 | $340.8M | $24.8M |
| 2 | HASCO - SMOKER CRAFT, INC. HASCO 401K PLAN AND TRUST | NEW PARIS IN | 547 | $34.8M | $2.4M |
| 3 | BAKER BOOK HOUSE COMPANY BAKER BOOK HOUSE EMPLOYEES' PROFIT SHARING PLAN |
ADA MI |
| 204 |
| $21.9M |
| $1.9M |
| 4 | KYMERA INTERNATIONAL KYMERA INTERNATIONAL 401(K) PLAN | DURHAM NC | 579 | $32.5M | $1.6M |
| 5 | AWANA CLUBS INTERNATIONAL AWANA 401(K) SAVINGS PLAN | ST CHARLES IL | 166 | $14.5M | $1.2M |
| 6 | FAZOLI'S RESTAURANT GROUP, INC. FAZOLI'S RESTAURANT GROUP, INC. 401(K) RETIREMENT SAVINGS PLAN | LEXINGTON KY | 363 | $14.3M | $1.2M |
| 7 | ROBINSON INDUSTRIES, INC. ROBINSON INDUSTRIES EMPLOYEE 401(K) PLAN | COLEMAN MI | 158 | $15.2M | $487K |
| 8 | FELLOWSHIP HEALTH RESOURCES, INC. FELLOWSHIP HEALTH RESOURCES, INC. 403(B) PLAN | MEDIA PA | 374 | $7.5M | $396K |
| 9 | CH EMMAUS, INC. CH EMMAUS 401(K) RETIREMENT SAVINGS PLAN | BUFFALO NY | 213 | $8.0M | $342K |
| 10 | PRECISION SHOOTING EQUIPMENT, LLC PRECISION SHOOTING EQUIPMENT, LLC. EMPLOYEE 401(K)/PROFIT SHARING PLAN | TUCSON AZ | 169 | $4.8M | $7K |
