Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Fidelity Advisor Freedom 2020 Z Mutual fund in their Schedule of Assets, totaling $1.8M 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 | THE TRUSTEES OF RESERVATIONS THE TRUSTEES OF RESERVATIONS 401(K) RETIREMENT PLAN | BOSTON MA | 318 | $26.5M | $1.2M |
| 2 | HOSPITALITY PARTNERS, LLC HOSPITALITY PARTNERS 401(K) PLAN | BETHESDA MD | 108 | $5.6M | $555K |
| 3 | INLINE ELECTRIC SUPPLY CO., INC. INLINE ELECTRIC 401(K) PLAN AND TRUST |
HUNTSVILLE AL |
| 480 |
| $25.3M |
| $61K |