Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Fidelity Advisor Freedom 2040 Z Mutual fund in their Schedule of Assets, totaling $6.9M 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 | AGRI-VALLEY COMMUNICATIONS, INC. AGRI-VALLEY COMMUNICATIONS, INC. EMPLOYEE PROFIT SHARING AND 401(K) PLAN | PIGEON MI | 138 | $41.3M | $2.7M |
| 2 | CRAMER PRODUCTION BUSINESS TRUST CRAMER PRODUCTION EMPLOYEE'S 401(K) PLAN | NORWOOD MA | 112 | $30.2M | $2.5M |
| 3 | INLINE ELECTRIC SUPPLY CO., INC. |
HUNTSVILLE AL |
| 480 |
| $25.3M |
| $1.1M |
| 4 | HOSPITALITY PARTNERS, LLC HOSPITALITY PARTNERS 401(K) PLAN | BETHESDA MD | 108 | $5.6M | $635K |