Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding FIDELITY ADV FREEDOM 2060 FD-M in their Schedule of Assets, totaling $1.5M 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 | BTL INDUSTRIES, INC. BTL INDUSTRIES, INC. 401(K) PROFIT SHARING PLAN AND TRUST | MARLBOROUGH MA | 201 | $6.9M | $539K |
| 2 | TATA ELXSI LTD TATA ELXSI 401(K) PLAN | TROY MI | 275 | $4.7M | $229K |
| 3 | J.R. VINAGRO CORPORATION J.R. VINAGRO CORPORATION 401 (K) PROFIT SHARING PLAN & TRUST |
JOHNSTON RI |
| 382 |
| $5.9M |
| $174K |
| 4 | K-1 SPEED INC K-1 SPEED INC 401K PLAN | IRVINE CA | 1,315 | $872K | $161K |
| 5 | BTI SECURITY BTI SECURITY 401(K) PLAN | ROCKVILLE MD | 1,118 | $2.5M | $134K |
| 6 | APPDDICTION STUDIO LLC APPDDICTION STUDIO LLC 401K | SAN ANTONIO TX | 220 | $1.5M | $110K |
| 7 | TRIUMPH PROTECTION GROUP, INC. TRIUMPH PROTECTION GRP, INC. 401(K) PLAN | VACAVILLE CA | 296 | $980K | $105K |
