Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Fidelity Investments, Inc. Freedom 2040 Fund K N/A in their Schedule of Assets, totaling $3.0M 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 | TECHNICAL RUBBER COMPANY, INC. TECHNICAL RUBBER COMPANY, INC. EMPLOYEES' PROFIT SHARING AND 401(K) PLAN | JOHNSTOWN OH | 170 | $21.9M | $3.0M |
