Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Fidelity Advisor Freedom 2040 I " in their Schedule of Assets, totaling $3.8M 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 | ISAACSON MILLER ISAACSON RETIREMENT PLAN | BOSTON MA | 242 | $48.4M | $1.6M |
| 2 | GRAB TECHNOLOGY LLC GRAB TECHNOLOGY LLC 401(K) PROFIT SHARING PLAN & TRUST | SEATTLE WA | 17 | $12.7M | $1.4M |
| 3 | FIVE STONES RESEARCH CORPORATION FIVE STONES RESEARCH CORPORATION 401(K) PLAN |
HUNTSVILLE AL |
| 202 |
| $19.4M |
| $851K |
