Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Fidelity Investments Freedom 2040 K6 Fund in their Schedule of Assets, totaling $31.5M 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 | HARVARD MED. FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MED. CTR. INC HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER, INC. 401(K) SAVINGS AND INVESTMENT PLAN | BOSTON MA | 2,311 | $848.4M | $27.9M |
| 2 | PERI FORMWORK SYSTEMS, INC. PERI FORMWORK SYSTEMS, INC 401(K) PLAN | ELKRIDGE MD | 398 | $49.6M | $3.1M |
| 3 |
MINNEAPOLIS MN |
| 95 |
| $17.7M |
| $596K |
