Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Fidelity Advisor Freedom 2040 A Mutual Fund -- in their Schedule of Assets, totaling $4.9M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | BUDWEISER OF COLUMBIA BUDWEISER OF COLUMBIA 401(K) PLAN | COLUMBIA SC | 178 | $21.6M | $2.0M |
| 2 | BERNARD ZELL ANSHE EMET DAY SCHOOL BERNARD ZELL ANSHE EMET DAY SCHOOL RETIREMENT PLAN | CHICAGO IL | 128 | $26.7M | $1.2M |
| 3 | GITSIT SOLUTIONS, LLC GITSIT SOLUTIONS, LLC 401(K) PLAN |
ORANGE CA |
| 74 |
| $10.9M |
| $929K |
| 4 | SIPPEL CO., INC. SIPPEL CO., INC. SAVINGS PLAN | AMBRIDGE PA | 172 | $10.1M | $853K |
