Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 30 U.S. retirement plans report holding Fidelity Advisor freedom 2045 fund # in their Schedule of Assets, totaling $42.7M 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 | $8.1M |
| 2 | BRIGHTCOVE INC. BRIGHTCOVE INC. 401(K) PLAN | BOSTON MA | 290 | $61.6M | $7.3M |
| 3 | ASCEND FEDERAL CREDIT UNION ASCEND FEDERAL CREDIT UNION CASH OR DEFERRED COMPENSATION PLAN |
TULLAHOMA TN |
| 637 |
| $51.4M |
| $5.4M |
| 4 | SMRT, INC. SMRT, INC. 401(K) PROFIT SHARING PLAN | PORTLAND ME | 127 | $31.6M | $2.1M |
| 5 | THE COUNTRY CLUB THE COUNTRY CLUB 401(K) PLAN | CHESTNUT HILL MA | 239 | $18.1M | $2.0M |
| 6 | ULTISAT INC. ULTISAT INC. 401(K) PLAN | CHANTILLY VA | 98 | $28.2M | $1.7M |
| 7 | CENTRAL VALLEY GMC D/B/A AFFINITY TRUCK CENTER THE 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF AFFINITY TRUCK CENTER | FRESNO CA | 102 | $10.1M | $1.6M |
| 8 | CROWN LINEN SERVICE, INC. CROWN/LOYAL 401(K) PLAN | NASHUA NH | 277 | $16.2M | $1.4M |
| 9 | AXXESS CONSULT, INC. AXXESS CONSULT, INC. 401(K) PROFIT SHARING PLAN AND TRUST | DALLAS TX | 314 | $15.2M | $1.4M |
| 10 | THE ROYAL BANKS OF MISSOURI ROYAL BANKS OF MISSOURI 401(K) PLAN | UNIVERSITY CITY MO | 128 | $9.4M | $1.2M |
