Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Fidelity Management Trust Company Freedom 2040 IPR Mutual Fund in their Schedule of Assets, totaling $12.8M 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 | KADANT INC. THE KADANT INC. 401(K) RETIREMENT SAVINGS PLAN | WESTFORD MA | 1,377 | $207.7M | $12.8M |
