Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Fidelity Advisor Freedom® 2040 Fund Class A in their Schedule of Assets, totaling $17.2M 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 | MEDLOGIX, LLC MEDLOGIX 401(K) PLAN | LANSDALE PA | 319 | $27.7M | $3.2M |
| 2 | THE KEY PROGRAM, INC. THE KEY PROGRAM, INC. PROFIT SHARING PLAN | WESTBOROUGH MA | 168 | $19.1M | $3.1M |
| 3 | VETTER DEVELOPMENT SERVICES USA, INC. VETTER DEVELOPMENT SERVICES USA, INC. 401(K) PLAN |
SKOKIE IL |
| 130 |
| $31.1M |
| $3.0M |
| 4 | CHILDREN'S BUREAU OF SOUTHERN CALIFORNIA CHILDREN'S BUREAU 401(K) RETIREMENT INVESTMENT PLAN | LOS ANGELES CA | 407 | $23.3M | $2.4M |
| 5 | CONTINENTAL CAFE, INC. D/B/A CONTINENTAL SERVICES CONTINENTAL SERVICES 401(K) PROFIT SHARING PLAN | STERLING HEIGHTS MI | 2,727 | $28.1M | $2.0M |
| 6 | INFINIDAT, INC. INFINIDAT, INC. 401(K) PROFIT SHARING PLAN | WALTHAM MA | 149 | $26.2M | $1.6M |
| 7 | WEGO CHEMICAL GROUP LP WEGO CHEMICAL GROUP LP 401(K) PLAN | GREAT NECK NY | 115 | $16.7M | $1.2M |
| 8 | NEW YORK STATE NURSES ASSOCIATION NEW YORK STATE NURSES ASSOCIATION 401(K) PLAN | NEW YORK NY | 183 | $17.1M | $594K |
| 9 | GUPTA MEDIA HOLDINGS LLC GUPTA MEDIA HOLDINGS LLC 401(K) PROFIT SHARING PLAN | BOSTON MA | 81 | $12.3M | $48K |
