Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding FIDELITY ADVISOR FREEDOM 2020 FUND CLASS Z6 MUTUAL FUND in their Schedule of Assets, totaling $50K 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 | SFI AIP HOLDINGS, LLC STEIN FIBERS, LTD. PROFIT SHARING PLAN | ALBANY NY | 172 | $16.7M | $50K |
