Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Fidelity Management Trust Co. FID FREEDOM 2040 K in their Schedule of Assets, totaling $2.6M 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 | CLARUS CORPORATION CLARUS CORPORATION RETIREMENT SAVINGS PLAN | SALT LAKE CITY UT | 296 | $28.1M | $2.1M |
| 2 | TELSTAR INSTRUMENTS TELSTAR INSTRUMENTS 401(K) PLAN | CONCORD CA | 151 | $15.8M | $420K |
