Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Fidelity Management Trust Company Freedom 2040 Fund Class K6 in their Schedule of Assets, totaling $6.8M 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 | WHITLEY PENN, LLP WHITLEY PENN 401(K) PROFIT SHARING PLAN | FORT WORTH TX | 739 | $134.8M | $2.4M |
| 2 | RCM INDUSTRIES, INC RCM INDUSTRIES, INC. 401(K) AND PROFIT SHARING PLAN | FRANKLIN PARK IL | 480 | $28.4M | $2.2M |
| 3 | GPS INSIGHT, INC. GPS INSIGHT 401(K) PLAN |
SCOTTSDALE AZ |
| 188 |
| $14.3M |
| $2.0M |
| 4 | AMPEX DATA SYSTEMS CORPORATION AMPEX DATA SYSTEMS CORPORATION SAVINGS PLAN | HAYWARD CA | 118 | $36.3M | $184K |
