Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 34 U.S. retirement plans report holding Fidelity Investments Freedom 2040 Fund # in their Schedule of Assets, totaling $108.6M 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 | PATRICK INDUSTRIES, INC. PATRICK INDUSTRIES, INC. 401(K) EMPLOYEE SAVINGS PLAN | ELKHART IN | 7,812 | $157.0M | $14.0M |
| 2 | DOMETIC CORPORATION DOMETIC CORPORATION 401(K) SAVINGS PLAN | CHICAGO IL | 1,708 | $134.3M | $9.7M |
| 3 | ABARTA, INC. ABARTA, INC. DEFERRED COMPENSATION 401(K) SAVINGS PLAN FOR NON-UNION EMPLOYEES |
PITTSBURGH PA |
| 1,391 |
| $104.0M |
| $9.0M |
| 4 | PELICAN PRODUCTS, INC. PELICAN PRODUCTS 401(K) PLAN | TORRANCE CA | 1,224 | $132.3M | $8.1M |
| 5 | ROCKET LAB USA INC. ROCKET LAB USA 401(K) PLAN | LONG BEACH CA | 1,240 | $62.0M | $6.9M |
| 6 | THE CHRISTIAN BROADCASTING NETWORK, INC. CBN 401(K) RETIREMENT PLAN | VIRGINIA BEACH VA | 1,248 | $100.4M | $6.5M |
| 7 | BEST PRACTICE ASSOCIATES, LLC TRIA FEDERAL 401(K) PLAN | ARLINGTON VA | 812 | $76.3M | $5.0M |
| 8 | CATALIS HOLDCO, INC. CATALIS HOLDCO, INC. 401(K) PLAN | ALPHARETTA GA | 790 | $50.9M | $5.0M |
| 9 | RLJ MCLARTY LANDERS AUTOMOTIVE, LLC RLJ-MCLARTY-LANDERS AUTOMOTIVE HOLDINGS, LLC 401(K) PLAN | LEWISVILLE TX | 2,579 | $40.3M | $3.8M |
| 10 | BRANDENBURG INDUSTRIAL SERVICE COMPANY BRANDENBURG INDUSTRIAL SERVICE COMPANY PROFIT SHARING AND 401(K) PLAN | ELMHURST IL | 183 | $100.1M | $3.5M |
