Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 23 U.S. retirement plans report holding Fidelity Advisor freedom 2015 fund # in their Schedule of Assets, totaling $4.6M 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 | ADVARRA, INC. ADVARRA 401(K) PLAN | COLUMBIA MD | 874 | $87.0M | $1.2M |
| 2 | MERCED FACULTY ASSOCIATES MEDICAL GROUP, INC. MERCED FACULTY ASSOCIATES MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN | MERCED CA | 211 | $31.5M | $1.1M |
| 3 | HEALTH SERVICES MANAGEMENT, INC. HEALTH SERVICES MANAGEMENT, INC. 401(K) PLAN |
CRYSTAL RIVER FL |
| 2,895 |
| $8.5M |
| $429K |
| 4 | EASTEX CRUDE COMPANY EASTEX CRUDE COMPANY 401(K) PROFIT SHARING PLAN | LEESBURG TX | 257 | $27.6M | $337K |
| 5 | ASCEND FEDERAL CREDIT UNION ASCEND FEDERAL CREDIT UNION CASH OR DEFERRED COMPENSATION PLAN | TULLAHOMA TN | 637 | $51.4M | $205K |
| 6 | APT FOUNDATION INC. 403(B) THRIFT PLAN OF APT FOUNDATION, INC. | NEW HAVEN CT | 302 | $19.6M | $198K |
| 7 | DANIELSKI FARMS, INC. DANIELSKI FARMS, INC. 401(K) PROFIT SHARING PLAN | VALENTINE NE | 386 | $7.0M | $170K |
| 8 | DANIELSKI FARMS, INC. DANIELSKI FARMS, INC. 401(K) PROFIT SHARING PLAN | VALENTINE NE | 286 | $6.3M | $161K |
| 9 | THE ROYAL BANKS OF MISSOURI ROYAL BANKS OF MISSOURI 401(K) PLAN | UNIVERSITY CITY MO | 128 | $9.4M | $117K |
| 10 | REPUBLIC WIRE INC. REPUBLIC WIRE INC EMPLOYEES PROFIT SHARING PLAN | WEST CHESTER OH | 147 | $8.1M | $103K |
