Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 14 U.S. retirement plans report holding Fidelity Management Trust Company Freedom 2040 Fund in their Schedule of Assets, totaling $25.7M 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 | UMASS MEMORIAL HEALTHALLIANCE-CLINTON HOSPITAL, INC HEALTHALLIANCE PARTNERSHIP RETIREMENT SAVINGS PLAN | LEOMINSTER MA | 1,555 | $116.7M | $4.4M |
| 2 | CENTRAL TRANSPORT, LLC CENTRAL EMPLOYEES SAVINGS PLAN | WARREN MI | 6,655 | $94.4M | $4.4M |
| 3 | CLAIRE'S STORES, INC. |
HOFFMAN ESTATES IL |
| 9,741 |
| $52.6M |
| $3.2M |
| 4 | UNIVERSAL LOGISTICS HOLDING, INC. UNIVERSAL LOGISTICS HOLDINGS, INC. 401K PLAN | WARREN MI | 3,565 | $57.8M | $2.6M |
| 5 | PROFILE PRODUCTS LLC PROFILE PRODUCTS LLC EMPLOYEES' SAVINGS & RETIREMENT PLAN | BUFFALO GROVE IL | 567 | $23.7M | $1.9M |
| 6 | METAL ONE AMERICA, INC. METAL ONE AMERICA, INC. AND NIFAST CORPORATION 401(K) PLAN | ROSEMONT IL | 144 | $24.6M | $1.9M |
| 7 | ELIE TAHARI, LTD TAHARI LTD. EMPLOYEE SAVINGS PLAN AND TRUST | MILLBURN NJ | 104 | $14.8M | $1.8M |
| 8 | STERLING ENGINEERING, INC. STERLING ENGINEERING, INC. SALARY SAVINGS PLAN | WESTCHESTER IL | 254 | $19.5M | $1.0M |
| 9 | ACCOUNTING RESEARCH & ANALYTICS, LLC (DBA CFRA RESEARCH) CFRA RESEARCH RETIREMENT PLAN | CHARLOTTESVILLE VA | 130 | $18.0M | $860K |
| 10 | LOGISTICS INSIGHT CORP. LOGISTICS INSIGHT CORP. UNION SAVINGS PLAN | WARREN MI | 1,249 | $12.4M | $820K |
