Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Fidelity VIP Freedom Target Date 2040 in their Schedule of Assets, totaling $467K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | COMMUNITY LIVING, INC COMMUNITY LIVING, INC. 403(B) PLAN | FREDERICK MD | 198 | $5.8M | $375K |
| 2 | O'CONNOR WOODS O'CONNOR WOODS 403(B) PLAN | STOCKTON CA | 329 | $6.8M | $93K |
