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 Vang Target Ret 2040 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 | HARRIS FREEMAN AND CO., INC. HARRIS FREEMAN, SOUTHERN TEA 401(K) PROFIT SHARING PLAN | MOORESTOWN NJ | 334 | $34.3M | $1.6M |
| 2 | HARRIS FREEMAN AND CO., INC. SOUTHERN TEA, LLC BARGAINING UNIT EMPLOYEES 401(K) PENSION PLAN | MARIETTA GA | 197 | $4.6M | $50K |
