Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Fidelity Mgmt. Trust Co. Fid Freedom 2040 K in their Schedule of Assets, totaling $2.4M 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 | BIOLA UNIVERSITY, INC. BIOLA UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | LA MIRADA CA | 1,257 | $197.6M | $1.5M |
| 2 | POMONA VALLEY HOSPITAL MEDICAL CENTER POMONA VALLEY HOSPITAL MEDICAL CENTER RETIREMENT SAVINGS PLAN | POMONA CA | 4,018 | $594.2M | $873K |
