Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Fidelity Investments Fidelity Freedom K 2040 Fund in their Schedule of Assets, totaling $89.3M 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 | MAXIMUS, INC. MAXIMUS, INC. 401(K) PLAN | MCLEAN VA | 40,533 | $913.2M | $68.2M |
| 2 | TIDEWATER BARGE LINES, INC. TIDEWATER 401(K) PLAN | VANCOUVER WA | 253 | $74.3M | $5.7M |
| 3 | WERNER CO. WERNER CO. EMPLOYEE SAVINGS PLAN | WEST MIDDLESEX PA |
| 800 |
| $104.1M |
| $4.9M |
| 4 | R. H. BARRINGER DISTRIBUTING CO., INC. R.H BARRINGER DISTRIBUTING COMPANY INC. EMPLOYEES RETIREMENT SAVINGS PLAN | GREENSBORO NC | 898 | $61.3M | $3.8M |
| 5 | PEAK6 GROUP LLC PEAK6 GROUP LLC 401(K) PS PLAN | CHICAGO IL | 318 | $101.2M | $2.5M |
| 6 | MEADVILLE FORGING COMPANY, L.P. MEADVILLE FORGING COMPANY PROFIT SHARING RETIREMENT AND SAVINGS | NORTHFIELD IL | 142 | $34.8M | $2.2M |
| 7 | INDEL POWER GROUP INDEL POWER GROUP 401(K) PLAN | PORTSMOUTH VA | 621 | $58.2M | $1.1M |
| 8 | MEADVILLE FORGING COMPANY, L.P. MEADVILLE FORGING COMPANY 401(K) PLAN FOR UNION EMPLOYEES | NORTHFIELD IL | 142 | $11.2M | $803K |
