Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Fidelity Adv Freedom 2020 A in their Schedule of Assets, totaling $326K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | FIOPTIX, INC. FIOPTIX INC. RETIREMENT PLAN | CONSHOHOCKEN PA | 299 | $1.7M | $96K |
| 2 | PIBLY RESIDENTIAL PROGRAMS, INC. PIBLY RESIDENTIAL PROGRAMS, INC. 401(K) PLAN | BRONX NY | 114 | $6.2M | $51K |
| 3 | TALIVITY, INC TALIVITY 401(K) SAVINGS PLAN |
NORWALK CT |
| 455 |
| $20.6M |
| $51K |
| 4 | NICHE POLYMER LLC THE RETIREMENT BENEFITS PLAN | COLUMBIA MD | 164 | $3.3M | $41K |
| 5 | CENTRAL DYNAMICS LLC CENDYN 401(K) PLAN | BOCA RATON FL | 220 | $14.7M | $38K |
| 6 | INFRASERVICES GROUP RESOURCES INFRASERVICES GROUP RETIREMENT PLAN | BLUE BELL PA | 597 | $14.7M | $37K |
| 7 | RK ENVIRONMENTAL SERVICES, LLC RK ENVIRONMENTAL SERVICES, LLC RETIREMENT SAVINGS PLAN | WESTWOOD NJ | 122 | $3.1M | $7K |
| 8 | DAILY INSTRUMENTS CORP. DAILY INSTRUMENTS 401(K) PLAN | HOUSTON TX | 261 | $18.2M | $3K |
| 9 | SONIC SYSTEMS INTERNATIONAL, INC SONIC SYSTEMS INTERNATIONAL, INC. 401(K) P/S PLAN | WILMINGTON NC | 800 | $16.1M | $2K |
