Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 18 U.S. retirement plans report holding Fidelity Advisor Freedom 2030 Fund Mutual fund in their Schedule of Assets, totaling $38.2M 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 | PERKINS EASTMAN ARCHITECTS, DPC PERKINS EASTMAN ARCHITECTS, DPC 401(K) PLAN | NEW YORK NY | 820 | $163.4M | $14.2M |
| 2 | DARBY DENTAL SUPPLY, LLC DARBY DENTAL SUPPLY, LLC 401(K) SAVINGS AND PROFIT SHARING PLAN | JERICHO NY | 496 | $65.2M | $6.3M |
| 3 | ROY JORGENSEN ASSOCIATES, INC. |
BUCKEYSTOWN MD |
| 1,109 |
| $35.4M |
| $5.1M |
| 4 | BOSTON ANALYTICAL, INC. BOSTON ANALYTICAL 401(K) PLAN | SALEM NH | 271 | $24.2M | $1.7M |
| 5 | WILEN WILEN GROUP 401(K) EMPLOYEE SAVINGS PLAN | MELVILLE NY | 446 | $27.4M | $1.7M |
| 6 | VITRIA TECHNOLOGY, INC. VITRIA TECHNOLOGY, INC. 401(K) PLAN | MENLO PARK CA | 17 | $21.9M | $1.4M |
| 7 | WILLIAMS LUMBER INC. WILLIAMS LUMBER INC. 401(K) PROFIT SHARING PLAN | RHINEBECK NY | 322 | $14.2M | $1.3M |
| 8 | CONNELLY PARTNERS, LLC CP 401(K) PLAN | BOSTON MA | 83 | $20.4M | $1.2M |
| 9 | GRIFFIN MASONRY, INC. GRIFFIN MASONRY, INC. RETIREMENT SAVINGS PLAN | CHARLOTTE NC | 183 | $12.0M | $1.2M |
| 10 | C & B HOLDING COMPANY, INC. DBA BRAUN ELECTRIC COM BRAUN ELECTRIC COMPANY, INC. 401(K) PLAN | BAKERSFIELD CA | 40 | $7.1M | $916K |
