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 K6 in their Schedule of Assets, totaling $1.1M 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 | MERCER TRANSPORTATION CO., INC. MERCER TRANSPORTATION CO., INC. EMPLOYEES 401(K) PLAN | LOUISVILLE KY | 284 | $15.3M | $770K |
| 2 | ASPEN LODGING GROUP LLC PROVENANCE HOTELS EMPLOYEE 401(K) PLAN AND TRUST | KETCHUM ID | 9 | $3.6M | $105K |
| 3 | JUST PLAY, LLC JUST PLAY LLC 401(K) PLAN |
BOCA RATON FL |
| 283 |
| $23.7M |
| $92K |
| 4 | ARCHITECTURAL WINDOW MANUFACTURI ARCHITECTURAL WINDOW MANUFACTURING CORP.401(K) PROFIT | RUTHERFORD NJ | 228 | $15.5M | $47K |
| 5 | EXECUTECH UTAH, LLC EXECUTECH 401(K) PLAN | SOUTH JORDAN UT | 304 | $8.4M | $25K |
| 6 | ANCHORAGE COMMUNITY MENTAL HEALT THE ALASKA BEHAVIORAL HEALTH PLAN | ANCHORAGE AK | 237 | $14.9M | $22K |
| 7 | AMERICAN AUTOMATIC SPRINKLER COM AMERICAN AUTOMATIC SPRINKLER CO. RETIREMENT PLAN | FAIRFAX VA | 182 | $13.6M | $11K |
| 8 | LIBERTY TRUCK CENTER INC ONVO 401K PLAN | SCRANTON PA | 574 | $7.4M | $8K |
| 9 | HEOROT POWER HOLDINGS LLC HEOROT POWER 401(K) PLAN | LAFAYETTE CO | 124 | $16.0M | $4K |
| 10 | DRYLOCK TECHNOLOGIES, LTD DRYLOCK TECHNOLOGIES 401(K) PLAN | EAU CLAIRE WI | 351 | $10.4M | $2K |
