Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Fidelity Advisor Freedom 2020 in their Schedule of Assets, totaling $5.2M 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 | SECURITY MUTUAL LIFE INSURANCE COMPANY OF NEW YORK SECURITY MUTUAL LIFE INSURANCE COMPANY OF NEW YORK PROFIT SHARING PLAN | BINGHAMTON NY | 302 | $84.2M | $2.1M |
| 2 | ERNEST MAIER, INC. ERNEST MAIER, INC. 401(K) PLAN | BLADENSBURG MD | 318 | $8.7M | $818K |
| 3 | C.R. DANIELS, INC. |
ELLICOTT CITY MD |
| 135 |
| $19.9M |
| $747K |
| 4 | ACADEMY BUS, LLC ACADEMY SALARY SAVINGS PLAN | HOBOKEN NJ | 1,612 | $48.5M | $643K |
| 5 | AMERICAN AGRICULTURAL INSURANCE COMPANY AMERICAN AGRICULTURAL INSURANCE COMPANY EMPLOYEES SAVINGS TRUST | SCHAUMBURG IL | 136 | $29.8M | $551K |
| 6 | DALY COMPUTERS, INC. DALY COMPUTERS, INC. 401(K) PROFIT SHARING PLAN | FREDERICK MD | 155 | $5.5M | $178K |
| 7 | MWW GROUP LLC MWW GROUP 401(K) PLAN | HASBROUCK HEIGHTS NJ | 175 | $23.1M | $107K |
| 8 | SPARTAN ELECTRIC CO., INC. SPARTAN ELECTRIC PROFIT SHARING PLAN & TRUST | IJAMSVILLE MD | 113 | $8.5M | $38K |
| 9 | ACADEMY BUS, LLC ACADEMY COLLECTIVE BARGAINING EMPLOYEE PLAN | HOBOKEN NJ | 216 | $2.8M | $2K |
