Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Fidelity Advisor Freedom 2040 Fund Z in their Schedule of Assets, totaling $2.4M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | WHITE HOUSE CUSTOM COLOUR, INC. WHITE HOUSE CUSTOM COLOUR, INC. 401(K) PLAN | EAGAN MN | 208 | $16.6M | $1.6M |
| 2 | TRAVEL INCORPORATED TRAVEL INCORPORATED RETIREMENT PLAN | DULUTH GA | 252 | $28.7M | $889K |
