Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Fidelity Investments Freedom 2045 K Fund in their Schedule of Assets, totaling $20.3M 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 | CIMPRESS USA INCORPORATED CIMPRESS USA INCORPORATED 401(K) PLAN | WALTHAM MA | 827 | $248.0M | $14.7M |
| 2 | CAREFLITE CAREFLITE 401(K) PLAN | GRAND PRAIRIE TX | 640 | $42.9M | $4.0M |
| 3 | CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS CENTER FOR FINANCIAL PL CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS 401(K) PLAN |
WASHINGTON DC |
| 133 |
| $21.0M |
| $1.4M |
| 4 | BREK MANUFACTURING CO. BREK MANUFACTURING CO. EMPLOYEE SAVINGS PLAN | GARDENA CA | 184 | $17.2M | $325K |
