Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 31 U.S. retirement plans report holding Fidelity Advisor freedom 2040 fund # in their Schedule of Assets, totaling $46.8M 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 | ADVARRA, INC. ADVARRA 401(K) PLAN | COLUMBIA MD | 874 | $87.0M | $9.0M |
| 2 | BRIGHTCOVE INC. BRIGHTCOVE INC. 401(K) PLAN | BOSTON MA | 290 | $61.6M | $5.9M |
| 3 | ASCEND FEDERAL CREDIT UNION ASCEND FEDERAL CREDIT UNION CASH OR DEFERRED COMPENSATION PLAN |
TULLAHOMA TN |
| 637 |
| $51.4M |
| $3.8M |
| 4 | SMRT, INC. SMRT, INC. 401(K) PROFIT SHARING PLAN | PORTLAND ME | 127 | $31.6M | $3.1M |
| 5 | ULTISAT INC. ULTISAT INC. 401(K) PLAN | CHANTILLY VA | 98 | $28.2M | $3.0M |
| 6 | E. AMANTI & SONS, INC. AMANTI EMPLOYEE RETIREMENT PLAN | SALEM MA | 121 | $18.4M | $2.6M |
| 7 | PROVIDENCE PERFORMING ARTS CENTER PROVIDENCE PERFORMING ARTS CENTER DEFINED CONTRIBUTION PLAN | PROVIDENCE RI | 126 | $8.9M | $1.9M |
| 8 | AXXESS CONSULT, INC. AXXESS CONSULT, INC. 401(K) PROFIT SHARING PLAN AND TRUST | DALLAS TX | 314 | $15.2M | $1.6M |
| 9 | MERCED FACULTY ASSOCIATES MEDICAL GROUP, INC. MERCED FACULTY ASSOCIATES MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN | MERCED CA | 211 | $31.5M | $1.6M |
| 10 | ROBINSON FANS HOLDINGS, INC. ROBINSON FANS HOLDINGS 401(K) & PROFIT SHARING PLAN | ZELIENOPLE PA | 316 | $41.8M | $1.3M |
