Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding Fidelity Investments Freedom 2040 K - in their Schedule of Assets, totaling $130.0M 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 | LVMH INC. LVMH AFFILIATES' 401(K) PLAN | NEW YORK NY | 12,956 | $1.1B | $92.5M |
| 2 | LVMH INC. LVMH AFFILIATES' 401(K) PLAN, WINES & SPIRITS | NEW YORK NY | 901 | $166.1M | $13.8M |
| 3 | TRIMAS CORPORATION TRIMAS CORPORATION SALARIED RETIREMENT PROGRAM |
BLOOMFIELD HILLS MI |
| 582 |
| $121.1M |
| $7.9M |
| 4 | TRIMAS CORPORATION TRIMAS CORPORATION HOURLY RETIREMENT PROGRAM | BLOOMFIELD HILLS MI | 1,590 | $84.9M | $5.6M |
| 5 | FAMILY HEALTH, INC. FAMILY HEALTH, INC. RETIREMENT PLAN | GREENVILLE OH | 324 | $41.2M | $2.1M |
| 6 | CIMCO REFRIGERATION, INC. CIMCO REFRIGERATION, INC. 401(K) PLAN | MOBILE AL | 208 | $15.9M | $1.7M |
| 7 | PACIFIC NORTHWEST BALLET PACIFIC NORTHWEST BALLET ASSOCIATION EMPLOYEE BENEFIT PLAN (STAFF) | SEATTLE WA | 185 | $14.1M | $1.6M |
| 8 | ACHE AMERICAN COLLEGE OF HEALTHCARE EXECUTIVES SMART 401(K) PLAN | CHICAGO IL | 97 | $36.0M | $1.4M |
| 9 | NORMANDEAU ASSOCIATES, INC. NORMANDEAU ASSOCIATES, INC. RETIREMENT SAVINGS PLAN | BEDFORD NH | 122 | $33.2M | $1.2M |
| 10 | FRUIT OF THE EARTH FRUIT OF THE EARTH RETIREMENT SAVINGS PLAN | GRAND PRAIRE TX | 234 | $12.0M | $1.1M |
