Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Fidelity Investments Freedom 2040 Fund K in their Schedule of Assets, totaling $19.7M 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 | VYSTAR CREDIT UNION VYSTAR CREDIT UNION 401(K) PLAN | JACKSONVILLE FL | 2,312 | $175.7M | $12.8M |
| 2 | SCREEN NORTH AMERICA HOLDINGS, INC. SCREEN (USA) RETIREMENT PLAN | ELK GROVE VILLAGE IL | 450 | $139.2M | $5.0M |
| 3 | GERBER CHILDRENSWEAR LLC GERBER CHILDRENSWEAR 401(K) PLAN |
GREENVILLE SC |
| 288 |
| $21.8M |
| $1.3M |
| 4 | C.F. FICK & SONS, INC. C.F. FICK & SONS 401(K) PLAN | GRAYLING MI | 161 | $5.1M | $653K |
