Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 17 U.S. retirement plans report holding Fidelity Advisor Freedom 2040 Fund Mutual fund in their Schedule of Assets, totaling $22.4M 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 | DARBY DENTAL SUPPLY, LLC DARBY DENTAL SUPPLY, LLC 401(K) SAVINGS AND PROFIT SHARING PLAN | JERICHO NY | 496 | $65.2M | $5.0M |
| 2 | GRIFFIN MASONRY, INC. GRIFFIN MASONRY, INC. RETIREMENT SAVINGS PLAN | CHARLOTTE NC | 183 | $12.0M | $3.0M |
| 3 | CONNELLY PARTNERS, LLC CP 401(K) PLAN |
BOSTON MA |
| 83 |
| $20.4M |
| $1.9M |
| 4 | BOSTON ANALYTICAL, INC. BOSTON ANALYTICAL 401(K) PLAN | SALEM NH | 271 | $24.2M | $1.9M |
| 5 | HORIZONS INCORPORATED HORIZONS 401(K) PLAN | CLEVELAND OH | 184 | $33.8M | $1.6M |
| 6 | EMPOWER MEDIA PARTNERS, LLC EMPOWER MEDIA PARTNERS, LLC 401(K) PLAN | CINCINNATI OH | 73 | $21.5M | $1.3M |
| 7 | C & B HOLDING COMPANY, INC. DBA BRAUN ELECTRIC COM BRAUN ELECTRIC COMPANY, INC. 401(K) PLAN | BAKERSFIELD CA | 40 | $7.1M | $1.2M |
| 8 | ROY JORGENSEN ASSOCIATES, INC. ROY JORGENSEN ASSOCIATES, INC. RETIREMENT PLAN | BUCKEYSTOWN MD | 1,109 | $35.4M | $1.1M |
| 9 | AMERICAN BOA, INC. AMERICAN BOA 401(K) PLAN | CUMMING GA | 170 | $14.7M | $1.0M |
| 10 | W. ATLEE BURPEE AND COMPANY THE BURPEE RETIREMENT SAVINGS PLAN | WARMINSTER PA | 171 | $19.1M | $904K |
