Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Fidelity Management Trust Company Fidelity Freedom 2040 Fund K in their Schedule of Assets, totaling $1.7M 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 | MCCORVEY SHEET METAL WORKS LP MCCORVEY SHEET METAL WORKS LP PROFIT SHARING PLAN & TRUST | HOUSTON TX | 1,469 | $45.2M | $1.1M |
| 2 | UTAH MEDICAL PRODUCTS, INC. UTAH MEDICAL PRODUCTS, INC. 401(K) RETIREMENT PLAN | MIDVALE UT | 107 | $10.8M | $607K |
