Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Fidelity Advisor Freedom 2055 Fund Class I Mutual fund in their Schedule of Assets, totaling $2.1M 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 | API HEAT TRANSFER INC. API HEAT TRANSFER INC. 401(K) PLAN | BUFFALO NY | 371 | $52.0M | $1.0M |
| 2 | CAPITAL MANAGEMENT SERVICES, LP CAPITAL MANAGEMENT SERVICES, LP 401(K) RETIREMENT PLAN | BUFFALO NY | 661 | $15.7M | $976K |
| 3 | J.R. GROUP, INC. J.R. GROUP, INC. 401(K) PLAN |
MT. LAUREL NJ |
| 162 |
| $21.8M |
| $127K |
