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 Fund Asset allocation mutual fund in their Schedule of Assets, totaling $30.5M 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 | ALEXANDRIA REAL ESTATE EQUITIES, INC. ALEXANDRIA REAL ESTATE EQUITIES, INC. 401(K) PROFIT SHARING PLAN | PASADENA CA | 537 | $207.5M | $15.8M |
| 2 | IMMUNITYBIO, INC. IMMUNITYBIO 401(K) PLAN | EL SEGUNDO CA | 678 | $70.7M | $7.8M |
| 3 | KONAMI DIGITAL ENTERTAINMENT, INC. KONAMI DIGITAL ENTERTAINMENT, INC. 401(K) SAVINGS PLAN |
EL SEGUNDO CA |
| 143 |
| $52.4M |
| $5.4M |
| 4 | MICHELMAN & ROBINSON, LLP MICHELMAN & ROBINSON, LLP 401(K) PLAN | LOS ANGELES CA | 126 | $24.3M | $1.6M |
