Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 20 U.S. retirement plans report holding Fidelity Advisor Freedom 2040 in their Schedule of Assets, totaling $19.5M 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 | SECURITY MUTUAL LIFE INSURANCE COMPANY OF NEW YORK SECURITY MUTUAL LIFE INSURANCE COMPANY OF NEW YORK PROFIT SHARING PLAN | BINGHAMTON NY | 302 | $84.2M | $5.2M |
| 2 | CEDAR VALLEY MEDICAL SPECIALISTS, P.C. CEDAR VALLEY MEDICAL SPECIALISTS, P.C. PROFIT SHARING & EMPLOYEE SAVINGS PLAN | WATERLOO IA | 499 | $112.7M | $3.5M |
| 3 | TALIVITY, INC |
NORWALK CT |
| 455 |
| $20.6M |
| $2.5M |
| 4 | MWW GROUP LLC MWW GROUP 401(K) PLAN | HASBROUCK HEIGHTS NJ | 175 | $23.1M | $1.9M |
| 5 | ACADEMY BUS, LLC ACADEMY SALARY SAVINGS PLAN | HOBOKEN NJ | 1,612 | $48.5M | $1.6M |
| 6 | SHAPELL INVESTMENT PROPERTIES SHAPELL INVESTMENT PROPERTIES, INC. 401(K) PROFIT SHARING PLAN | LOS ANGELES CA | 172 | $42.3M | $1.4M |
| 7 | INFRASERVICES GROUP RESOURCES INFRASERVICES GROUP RETIREMENT PLAN | BLUE BELL PA | 597 | $14.7M | $858K |
| 8 | HIRSHLEIFERS, INC. HIRSHLEIFERS, INC. 401(K) PROFIT SHARING PLAN AND TRUST | MANHASSET NY | 124 | $12.2M | $491K |
| 9 | SPARTAN ELECTRIC CO., INC. SPARTAN ELECTRIC PROFIT SHARING PLAN & TRUST | IJAMSVILLE MD | 113 | $8.5M | $396K |
| 10 | ERNEST MAIER, INC. ERNEST MAIER, INC. 401(K) PLAN | BLADENSBURG MD | 318 | $8.7M | $351K |
