Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 30 U.S. retirement plans report holding Fidelity Advisor freedom 2035 fund # in their Schedule of Assets, totaling $54.5M 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 | ASCEND FEDERAL CREDIT UNION ASCEND FEDERAL CREDIT UNION CASH OR DEFERRED COMPENSATION PLAN | TULLAHOMA TN | 637 | $51.4M | $9.2M |
| 2 | BRIGHTCOVE INC. BRIGHTCOVE INC. 401(K) PLAN | BOSTON MA | 290 | $61.6M | $6.2M |
| 3 | SMRT, INC. SMRT, INC. 401(K) PROFIT SHARING PLAN |
PORTLAND ME |
| 127 |
| $31.6M |
| $4.9M |
| 4 | ADVARRA, INC. ADVARRA 401(K) PLAN | COLUMBIA MD | 874 | $87.0M | $4.4M |
| 5 | BALLARD MACK SALES & SERVICE, INC. BALLARD MACK SALES & SERVICE, INC. 401(K) PROFIT SHARING PLAN | WORCESTER MA | 220 | $18.0M | $3.2M |
| 6 | EASTEX CRUDE COMPANY EASTEX CRUDE COMPANY 401(K) PROFIT SHARING PLAN | LEESBURG TX | 257 | $27.6M | $3.2M |
| 7 | E. AMANTI & SONS, INC. AMANTI EMPLOYEE RETIREMENT PLAN | SALEM MA | 121 | $18.4M | $2.5M |
| 8 | CROWN LINEN SERVICE, INC. CROWN/LOYAL 401(K) PLAN | NASHUA NH | 277 | $16.2M | $2.2M |
| 9 | PRINCE INDUSTRIES LLC PRINCE INDUSTRIES, INC. 401(K) PROFIT SHARING PLAN | CAROL STREAM IL | 350 | $19.8M | $2.1M |
| 10 | MERCED FACULTY ASSOCIATES MEDICAL GROUP, INC. MERCED FACULTY ASSOCIATES MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN | MERCED CA | 211 | $31.5M | $1.4M |
