Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding FIDELITY ADV FREEDOM INC - A in their Schedule of Assets, totaling $228K 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 | TALIVITY, INC TALIVITY 401(K) SAVINGS PLAN | NORWALK CT | 455 | $20.6M | $101K |
| 2 | KEHOE DESIGNS, INC. KEHOE DESIGNS 401(K) PLAN | CHICAGO IL | 142 | $4.1M | $41K |
| 3 | INFRASERVICES GROUP RESOURCES INFRASERVICES GROUP RETIREMENT PLAN |
| 597 |
| $14.7M |
| $22K |
| 4 | DAILY INSTRUMENTS CORP. DAILY INSTRUMENTS 401(K) PLAN | HOUSTON TX | 261 | $18.2M | $20K |
| 5 | NICHE POLYMER LLC THE RETIREMENT BENEFITS PLAN | COLUMBIA MD | 164 | $3.3M | $17K |
| 6 | SONIC SYSTEMS INTERNATIONAL, INC SONIC SYSTEMS INTERNATIONAL, INC. 401(K) P/S PLAN | WILMINGTON NC | 800 | $16.1M | $13K |
| 7 | ARANDA TOOLING, INC. ARANDA TOOLING, INC. EMPLOYEES' 401(K) PLAN | CHINO CA | 140 | $5.7M | $9K |
| 8 | RK ENVIRONMENTAL SERVICES, LLC RK ENVIRONMENTAL SERVICES, LLC RETIREMENT SAVINGS PLAN | WESTWOOD NJ | 122 | $3.1M | $3K |
| 9 | AVOCET HOSPITALITY GROUP INC AVOCET HOSPITALITY GROUP 401(K) PLAN | CHARLESTON SC | 178 | $3.0M | $2K |
| 10 | SUNRISE CREDIT SERVICES, INC. SUNRISE CREDIT SERVICES, INC. 401(K) PLAN | MELVILLE NY | 187 | $14.1M | $1K |
