Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding Fidelity Advisor Freedom 2020 Fund Mutual fund in their Schedule of Assets, totaling $12.3M 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 | PERKINS EASTMAN ARCHITECTS, DPC PERKINS EASTMAN ARCHITECTS, DPC 401(K) PLAN | NEW YORK NY | 820 | $163.4M | $5.9M |
| 2 | ROY JORGENSEN ASSOCIATES, INC. ROY JORGENSEN ASSOCIATES, INC. RETIREMENT PLAN | BUCKEYSTOWN MD | 1,109 | $35.4M | $1.3M |
| 3 | W. ATLEE BURPEE AND COMPANY |
WARMINSTER PA |
| 171 |
| $19.1M |
| $1.1M |
| 4 | DARBY DENTAL SUPPLY, LLC DARBY DENTAL SUPPLY, LLC 401(K) SAVINGS AND PROFIT SHARING PLAN | JERICHO NY | 496 | $65.2M | $849K |
| 5 | WILEN WILEN GROUP 401(K) EMPLOYEE SAVINGS PLAN | MELVILLE NY | 446 | $27.4M | $756K |
| 6 | WILLIAMS LUMBER INC. WILLIAMS LUMBER INC. 401(K) PROFIT SHARING PLAN | RHINEBECK NY | 322 | $14.2M | $596K |
| 7 | VITRIA TECHNOLOGY, INC. VITRIA TECHNOLOGY, INC. 401(K) PLAN | MENLO PARK CA | 17 | $21.9M | $578K |
| 8 | CATANIA HOSPITALITY GROUP, INC. CATANIA HOSPITALITY GROUP, INC. 401(K) PLAN | HYANNIS MA | 2 | $3.6M | $508K |
| 9 | C & B HOLDING COMPANY, INC. DBA BRAUN ELECTRIC COM BRAUN ELECTRIC COMPANY, INC. 401(K) PLAN | BAKERSFIELD CA | 40 | $7.1M | $274K |
| 10 | GRIFFIN MASONRY, INC. GRIFFIN MASONRY, INC. RETIREMENT SAVINGS PLAN | CHARLOTTE NC | 183 | $12.0M | $163K |
