Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Fidelity Advisor Freedom 2035 in their Schedule of Assets, totaling $14.9M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | CEDAR VALLEY MEDICAL SPECIALISTS, P.C. CEDAR VALLEY MEDICAL SPECIALISTS, P.C. PROFIT SHARING & EMPLOYEE SAVINGS PLAN | WATERLOO IA | 499 | $112.7M | $6.1M |
| 2 | ACADEMY BUS, LLC ACADEMY SALARY SAVINGS PLAN | HOBOKEN NJ | 1,612 | $48.5M | $3.9M |
| 3 | MWW GROUP LLC MWW GROUP 401(K) PLAN |
HASBROUCK HEIGHTS NJ |
| 175 |
| $23.1M |
| $2.6M |
| 4 | SPARTAN ELECTRIC CO., INC. SPARTAN ELECTRIC PROFIT SHARING PLAN & TRUST | IJAMSVILLE MD | 113 | $8.5M | $785K |
| 5 | SECURITY MUTUAL LIFE INSURANCE COMPANY OF NEW YORK SECURITY MUTUAL LIFE INSURANCE COMPANY OF NEW YORK PROFIT SHARING PLAN | BINGHAMTON NY | 302 | $84.2M | $710K |
| 6 | DALY COMPUTERS, INC. DALY COMPUTERS, INC. 401(K) PROFIT SHARING PLAN | FREDERICK MD | 155 | $5.5M | $539K |
| 7 | C.R. DANIELS, INC. C.R. DANIELS, INC. 401(K) AND PROFIT SHARING PLAN | ELLICOTT CITY MD | 135 | $19.9M | $175K |
| 8 | ACADEMY BUS, LLC ACADEMY COLLECTIVE BARGAINING EMPLOYEE PLAN | HOBOKEN NJ | 216 | $2.8M | $93K |
| 9 | SPECIALISTS HOSPITAL SHREVEPORT, L.L.C. SPECIALISTS HOSPITAL SHREVEPORT, LLC 401(K) PLAN | SHREVEPORT LA | 154 | $6.7M | $43K |
