Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Fidelity Adv Freedom 2035 Mutual Fund in their Schedule of Assets, totaling $1.2M 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 | THE FESSENDEN SCHOOL THE FESSENDEN SCHOOL RETIREMENT PLAN | WEST NEWTON MA | 334 | $56.6M | $926K |
| 2 | HERITAGE PRODUCTS INC. HERITAGE PRODUCTS INC. RETIREMENT SAVINGS PLAN | CRAWFORDSVILLE IN | 149 | $7.5M | $226K |
