Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Fidelity Advisor Freedom 2040 Class A in their Schedule of Assets, totaling $796K 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 | MAKE THE ROAD NEW YORK MAKE THE ROAD NEW YORK 401(K) PROFIT SHARING PLAN AND TRUST | BROOKLYN NY | 352 | $12.1M | $597K |
| 2 | LEE HY CONSTRUCTION LLC LEE HY CONSTRUCTION LLC 401(K) PLAN | ROCKVILLE VA | 75 | $10.2M | $199K |
