Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding Fidelity Advisor® Freedom® 2040 Fund – Class Z in their Schedule of Assets, totaling $36.4M 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 | ONTO INNOVATION, INC. ONTO INNOVATION, INC. 401(K) SAVINGS PLAN | BUDD LAKE NJ | 885 | $263.7M | $15.7M |
| 2 | RADIUS HEALTH, INC. RADIUS HEALTH, INC. 401(K) PLAN | BOSTON MA | 234 | $52.2M | $5.7M |
| 3 | UGN, INC. UGN, INC. RETIREMENT AND SAVINGS PLAN |
DOWNERS GROVE IL |
| 1,226 |
| $66.2M |
| $3.4M |
| 4 | MOL (AMERICAS) LLC MOL RETIREMENT & SAVINGS PLAN | WOODBRIDGE NJ | 109 | $77.0M | $3.3M |
| 5 | STILES CORPORATION STILES CORPORATION 401(K) PLAN | FORT LAUDERDALE FL | 322 | $54.8M | $2.6M |
| 6 | KAMAX INC. KAMAX INC. 401(K) SAVINGS PLAN | ROCHESTER HILLS MI | 473 | $29.3M | $1.9M |
| 7 | AZUL SYSTEMS, INC. AZUL SYSTEMS, INC. 401(K) PLAN | SUNNYVALE CA | 104 | $21.1M | $1.4M |
| 8 | UTICA ENTERPRISES, INC. UTICA ENTERPRISES, INC. 401(K) PLAN | TROY MI | 177 | $32.4M | $883K |
| 9 | HOUR MEDIA, LLC HOUR MEDIA, LLC 401(K) RETIREMENT PLAN | TROY MI | 201 | $7.3M | $716K |
| 10 | ORTHOPAEDIC AND SPORTS MEDICINE CENTER - NORMAN, P ORTHOPAEDIC AND SPORTS MEDICINE CENTER - NORMAN, P. C. 401(K) AND PROFIT SHARING PLAN | NORMAN OK | 53 | $6.4M | $281K |
