Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Fidelity Advisor Freedom 2040 Fund Registered investment company in their Schedule of Assets, totaling $50.9M 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 | MYRIAD GENETICS, INC. MYRIAD GENETICS, INC. 401(K) PROFIT SHARING PLAN | SALT LAKE CITY UT | 2,729 | $458.1M | $41.0M |
| 2 | CORTLAND HOLDINGS, LLC CORTLAND HOLDINGS, LLC 401(K) PLAN | ATLANTA GA | 2,381 | $57.1M | $5.2M |
| 3 | ORTHO MOLECULAR PRODUCTS, INC. ORTHO MOLECULAR PRODUCTS, INC. 401(K) PLAN |
LAKE BARRINGTON IL |
| 438 |
| $35.7M |
| $3.1M |
| 4 | CYBERDATA TECHNOLOGIES, INC. CYBERDATA TECH 401(K) PLAN | RESTON VA | 86 | $16.2M | $1.3M |
| 5 | MARIETTA MEMORIAL HOSPITAL RETIREMENT PLUS OF MEMORIAL HEALTH SYSTEM HOSPITALS | MARIETTA OH | 3,386 | $111.1M | $112K |
| 6 | NOSLER, INC. NOSLER, INC. 401(K) SALARY REDUCTION PLAN | BEND OR | 177 | $16.4M | $106K |
| 7 | MARIETTA HEALTH CARE PHYSICIANS, INC. MARIETTA HEALTH CARE PHYSICIANS, INC. 403(B) PLAN | MARIETTA OH | 352 | $72.8M | $94K |
| 8 | MARIETTA MEMORIAL HOSPITAL MEMORIAL HEALTH SYSTEM HOSPITALS DEFINED CONTRIBUTION PLAN | MARIETTA OH | 2,079 | $30.7M | $2K |
