Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding FIDELITY ADV FREEDOM 2020 - M in their Schedule of Assets, totaling $655K 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 | SERES ENGINEERING & SERVICES LLC SERES ENGINEERING 401(K) PLAN | CHARLESTON SC | 149 | $5.0M | $347K |
| 2 | EDUCATION MANAGEMENT & NETWORKS EDUCATION MANAGEMENT & NETWORKS INC 401K PLAN | SOUTHFIELD MI | 179 | $3.4M | $90K |
| 3 | ZENTECH MANUFACTURING, INC. ZENTECH MANUFACTURING 401(K) PROFIT SHARING PLAN & TRUST |
BALTIMORE MD |
| 302 |
| $7.1M |
| $66K |
| 4 | CHUGH, LLP CHUGH, LLP 401K PLAN | CERRITOS CA | 203 | $17.1M | $42K |
| 5 | POTOMACWAVE CONSULTING POTOMACWAVE CONSULTING 401K | ALEXANDRIA VA | 148 | $11.5M | $39K |
| 6 | BTI SECURITY BTI SECURITY 401(K) PLAN | ROCKVILLE MD | 1,118 | $2.5M | $37K |
| 7 | J.R. VINAGRO CORPORATION J.R. VINAGRO CORPORATION 401 (K) PROFIT SHARING PLAN & TRUST | JOHNSTON RI | 382 | $5.9M | $18K |
| 8 | GALILEE MEDICAL GALILEE MEDICAL 401K | CHICAGO IL | 91 | $811K | $9K |
| 9 | TRIUMPH PROTECTION GROUP, INC. TRIUMPH PROTECTION GRP, INC. 401(K) PLAN | VACAVILLE CA | 296 | $980K | $4K |
| 10 | TATA ELXSI LTD TATA ELXSI 401(K) PLAN | TROY MI | 275 | $4.7M | $3K |
