Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Fidelity Advisor Freedom 2030 in their Schedule of Assets, totaling $21.8M 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 | SECURITY MUTUAL LIFE INSURANCE COMPANY OF NEW YORK SECURITY MUTUAL LIFE INSURANCE COMPANY OF NEW YORK PROFIT SHARING PLAN | BINGHAMTON NY | 302 | $84.2M | $8.2M |
| 2 | AMERICAN AGRICULTURAL INSURANCE COMPANY AMERICAN AGRICULTURAL INSURANCE COMPANY EMPLOYEES SAVINGS TRUST | SCHAUMBURG IL | 136 | $29.8M | $4.8M |
| 3 | ACADEMY BUS, LLC |
HOBOKEN NJ |
| 1,612 |
| $48.5M |
| $3.5M |
| 4 | CEDAR VALLEY MEDICAL SPECIALISTS, P.C. CEDAR VALLEY MEDICAL SPECIALISTS, P.C. PROFIT SHARING & EMPLOYEE SAVINGS PLAN | WATERLOO IA | 499 | $112.7M | $2.2M |
| 5 | ERNEST MAIER, INC. ERNEST MAIER, INC. 401(K) PLAN | BLADENSBURG MD | 318 | $8.7M | $1.1M |
| 6 | C.R. DANIELS, INC. C.R. DANIELS, INC. 401(K) AND PROFIT SHARING PLAN | ELLICOTT CITY MD | 135 | $19.9M | $1.1M |
| 7 | MWW GROUP LLC MWW GROUP 401(K) PLAN | HASBROUCK HEIGHTS NJ | 175 | $23.1M | $711K |
| 8 | ACADEMY BUS, LLC ACADEMY COLLECTIVE BARGAINING EMPLOYEE PLAN | HOBOKEN NJ | 216 | $2.8M | $150K |
| 9 | SPECIALISTS HOSPITAL SHREVEPORT, L.L.C. SPECIALISTS HOSPITAL SHREVEPORT, LLC 401(K) PLAN | SHREVEPORT LA | 154 | $6.7M | $17K |
