Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding Fidelity Advisor Freedom® 2015 Fund Class Z in their Schedule of Assets, totaling $2.5M 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 | ONTO INNOVATION, INC. ONTO INNOVATION, INC. 401(K) SAVINGS PLAN | BUDD LAKE NJ | 885 | $263.7M | $864K |
| 2 | INFAITH INFAITH 401(K) PLAN | EXTON PA | 130 | $8.1M | $520K |
| 3 | AZUL SYSTEMS, INC. AZUL SYSTEMS, INC. 401(K) PLAN | SUNNYVALE |
| 104 |
| $21.1M |
| $378K |
| 4 | UGN, INC. UGN, INC. RETIREMENT AND SAVINGS PLAN | DOWNERS GROVE IL | 1,226 | $66.2M | $331K |
| 5 | STILES CORPORATION STILES CORPORATION 401(K) PLAN | FORT LAUDERDALE FL | 322 | $54.8M | $275K |
| 6 | RADIUS HEALTH, INC. RADIUS HEALTH, INC. 401(K) PLAN | BOSTON MA | 234 | $52.2M | $56K |
| 7 | UTICA ENTERPRISES, INC. UTICA ENTERPRISES, INC. 401(K) PLAN | TROY MI | 177 | $32.4M | $48K |
| 8 | FRILOT L.L.C. FRILOT L.L.C.401(K) RETIREMENT PLAN | NEW ORLEANS LA | 88 | $27.0M | $38K |
| 9 | KAMAX INC. KAMAX INC. 401(K) SAVINGS PLAN | ROCHESTER HILLS MI | 473 | $29.3M | $23K |
| 10 | HOUR MEDIA, LLC HOUR MEDIA, LLC 401(K) RETIREMENT PLAN | TROY MI | 201 | $7.3M | $3K |
