Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding Fidelity Advisor Freedom® 2040 Fund - Class A Mutual Fund - in their Schedule of Assets, totaling $18.8M 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 | WASSERMAN MEDIA GROUP, LLC WASSERMAN MEDIA GROUP 401(K) PLAN | LOS ANGELES CA | 1,460 | $107.7M | $3.4M |
| 2 | KINDNESS GENERAL CONTRACTORS, LLC KGC, LLC 401K PLAN | CYPRESS CA | 117 | $12.6M | $3.3M |
| 3 | DAVE'S FRESH MARKETPLACE MANAGEMENT, INC. DAVE'S FRESH MARKETPLACE MANAGEMENT, INC. 401(K) PLAN |
EAST GREENWICH RI |
| 1,872 |
| $42.7M |
| $3.2M |
| 4 | CCA CONSTRUCTION, INC. CCA CONSTRUCTION, INC. 401 (K) SAVINGS PLAN | MORRISTOWN NJ | 67 | $17.7M | $2.6M |
| 5 | CAREGILITY CORPORATION CAREGILITY 401(K) PLAN | EATONTOWN NJ | 109 | $14.5M | $1.8M |
| 6 | BLUE FORCE, INC. BLUE FORCE 401(K) PROFIT SHARING PLAN | HAMPTON VA | 41 | $9.1M | $1.7M |
| 7 | ARMAND AGRA, INC. ARMAND AGRA, INC. 401(K) PLAN | RENO NV | 601 | $10.1M | $818K |
| 8 | ROYAL PLYWOOD COMPANY, LLC ROYAL PLYWOOD CO., LLC PROFIT SHARING PLAN | CERRITOS CA | 226 | $20.4M | $703K |
| 9 | GO WIRELINE LLC GO WIRELINE LLC 401(K) PROFIT SHARING PLAN | WILLISTON ND | 247 | $15.4M | $531K |
| 10 | PILLINGER MILLER TARALLO LLP PILLINGER MILLER TARALLO LLP 401(K) PROFIT SHARING PLAN AND TRUST | ELMSFORD NY | 178 | $11.7M | $391K |
