Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Fidelity Management Trust Company Fid Freedom 2040 K in their Schedule of Assets, totaling $120.3M 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 | CHILDREN'S MEDICAL CENTER OF DALLAS CHILDREN'S MEDICAL CENTER OF DALLAS EMPLOYEE SAVINGS PLAN 403(B) COMPONENT | DALLAS TX | 10,824 | $855.1M | $88.9M |
| 2 | PORSCHE BUSINESS SERVICES, INC. PORSCHE EMPLOYEE SAVINGS PLAN AND TRUST | ATLANTA GA | 1,063 | $230.9M | $11.5M |
| 3 | NATUS MEDICAL INCORPORATED |
PLEASANTON CA |
| 643 |
| $124.3M |
| $7.6M |
| 4 | AMERICAN HEALTH COMPANIES LLC AHC 401(K) PROFIT SHARING PLAN | PARSONS TN | 3,462 | $55.2M | $6.3M |
| 5 | PIONEER STATE MUTUAL INSURANCE CO. PIONEER STATE MUTUAL INSURANCE CO. 401(K) PLAN | FLINT MI | 143 | $57.1M | $3.8M |
| 6 | PEOPLES PHARMACY, INC. PEOPLES PHARMACY, INC. 401(K) PLAN | AUSTIN TX | 137 | $13.0M | $1.3M |
| 7 | LANGLEY & BANACK, INC. LANGLEY & BANACK, INCORPORATED EMPLOYEES PROFIT SHARING PLAN AND TRUST | SAN ANTONIO TX | 151 | $33.8M | $306K |
| 8 | KOBAYASHI HEALTHCARE INTERNATIONAL, INC. KOBAYASHI HEALTHCARE INTERNATIONAL, INC. 401(K) PLAN | DALTON GA | 245 | $11.2M | $251K |
| 9 | THE FOREST AT DUKE, INC. THE FOREST AT DUKE 403(B) PLAN | DURHAM NC | 303 | $7.7M | $221K |
| 10 | ROBERT MORRIS UNIVERSITY ROBERT MORRIS UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | MOON TOWNSHIP PA | 614 | $187.6M | $182K |
