Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding S SHARES * Fidelity Freedom 2040 K in their Schedule of Assets, totaling $4.0M 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 | N & P ENGINEERS & LAND SURVEYOR, PLLC NELSON & POPE 401(K) PLAN | MELVILLE NY | 118 | $23.2M | $4.0M |
