Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding Fidelity Advisor Freedom 2015 Fund Mutual fund in their Schedule of Assets, totaling $10.5M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | W. ATLEE BURPEE AND COMPANY THE BURPEE RETIREMENT SAVINGS PLAN | WARMINSTER PA | 171 | $19.1M | $3.4M |
| 2 | PERKINS EASTMAN ARCHITECTS, DPC PERKINS EASTMAN ARCHITECTS, DPC 401(K) PLAN | NEW YORK NY | 820 | $163.4M | $2.8M |
| 3 | ROY JORGENSEN ASSOCIATES, INC. ROY JORGENSEN ASSOCIATES, INC. RETIREMENT PLAN |
BUCKEYSTOWN MD |
| 1,109 |
| $35.4M |
| $1.8M |
| 4 | DARBY DENTAL SUPPLY, LLC DARBY DENTAL SUPPLY, LLC 401(K) SAVINGS AND PROFIT SHARING PLAN | JERICHO NY | 496 | $65.2M | $1.6M |
| 5 | HORIZONS INCORPORATED HORIZONS 401(K) PLAN | CLEVELAND OH | 184 | $33.8M | $227K |
| 6 | C & B HOLDING COMPANY, INC. DBA BRAUN ELECTRIC COM BRAUN ELECTRIC COMPANY, INC. 401(K) PLAN | BAKERSFIELD CA | 40 | $7.1M | $210K |
| 7 | WILLIAMS LUMBER INC. WILLIAMS LUMBER INC. 401(K) PROFIT SHARING PLAN | RHINEBECK NY | 322 | $14.2M | $165K |
| 8 | GRIFFIN MASONRY, INC. GRIFFIN MASONRY, INC. RETIREMENT SAVINGS PLAN | CHARLOTTE NC | 183 | $12.0M | $103K |
| 9 | VITRIA TECHNOLOGY, INC. VITRIA TECHNOLOGY, INC. 401(K) PLAN | MENLO PARK CA | 17 | $21.9M | $84K |
| 10 | EMPOWER MEDIA PARTNERS, LLC EMPOWER MEDIA PARTNERS, LLC 401(K) PLAN | CINCINNATI OH | 73 | $21.5M | $82K |
