Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Fidelity Management Trust Company Fid Freedom 2040 K6 in their Schedule of Assets, totaling $12.9M 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 | LIPSEYS, L.L.C. LIPSEYS, L.L.C. 401K PLAN | BATON ROUGE LA | 157 | $29.1M | $4.9M |
| 2 | TRACE SYSTEMS INC. TRACE SYSTEMS INC. 401(K) PLAN | MCLEAN VA | 387 | $35.0M | $3.2M |
| 3 | LIFEVANTAGE CORPORATION LIFEVANTAGE 401(K) PLAN | LEHI UT |
| 173 |
| $14.9M |
| $1.4M |
| 4 | STARK CARPET CORP. STARK CARPET CORP. 401(K) PLAN | NEW YORK NY | 760 | $34.7M | $1.4M |
| 5 | VEHICLE LEASING HOLDINGS, LLC HERNCO 401(K) PLAN | FARMERS BRANCH TX | 426 | $22.5M | $1.2M |
| 6 | SAFEGUARD WORLD INTERNATIONAL LLC SAFEGUARD GLOBAL 401(K) PLAN | WESTLAKE HILLS TX | 132 | $10.3M | $989K |
