Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Fidelity Investments Institutional FID Freedom 2040 K (1) in their Schedule of Assets, totaling $2.0M 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 | BLUM, INC. BLUM, INC. EMPLOYEES 401(K) PLAN | STANLEY NC | 504 | $54.3M | $2.0M |
