Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Fund Class K * Fidelity Investments Fidelity Freedom 2040 in their Schedule of Assets, totaling $206K 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 | SPORTECH, INC. SPORTECH, INC 401(K) PLAN | NEW HAVEN CT | 287 | $7.9M | $206K |
