Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Fidelity Management Trust Company Freedom 2040 Fund K in their Schedule of Assets, totaling $4.7M 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 | QUVA PHARMA, INC. QUVA PHARMA, INC. SAVINGS AND INVESTMENT PLAN | SUGAR LAND TX | 1,342 | $37.4M | $3.1M |
| 2 | GREATER FAMILY HEALTH GREATER FAMILY HEALTH 401(K) PLAN | ELGIN IL | 407 | $17.6M | $1.3M |
| 3 | CONCURRENCY, INC. CONCURRENCY, INC. 401(K) PLAN |
BROOKFIELD WI |
| 71 |
| $11.4M |
| $411K |
