Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 17 U.S. retirement plans report holding Fidelity Advisor Freedom 2055 Fund Mutual fund in their Schedule of Assets, totaling $20.8M 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 | PERKINS EASTMAN ARCHITECTS, DPC PERKINS EASTMAN ARCHITECTS, DPC 401(K) PLAN | NEW YORK NY | 820 | $163.4M | $7.6M |
| 2 | BOSTON ANALYTICAL, INC. BOSTON ANALYTICAL 401(K) PLAN | SALEM NH | 271 | $24.2M | $3.4M |
| 3 | EMPOWER MEDIA PARTNERS, LLC EMPOWER MEDIA PARTNERS, LLC 401(K) PLAN |
CINCINNATI OH |
| 73 |
| $21.5M |
| $2.2M |
| 4 | ROY JORGENSEN ASSOCIATES, INC. ROY JORGENSEN ASSOCIATES, INC. RETIREMENT PLAN | BUCKEYSTOWN MD | 1,109 | $35.4M | $1.3M |
| 5 | DARBY DENTAL SUPPLY, LLC DARBY DENTAL SUPPLY, LLC 401(K) SAVINGS AND PROFIT SHARING PLAN | JERICHO NY | 496 | $65.2M | $915K |
| 6 | HORIZONS INCORPORATED HORIZONS 401(K) PLAN | CLEVELAND OH | 184 | $33.8M | $856K |
| 7 | CONNELLY PARTNERS, LLC CP 401(K) PLAN | BOSTON MA | 83 | $20.4M | $731K |
| 8 | EGAIN CORPORATION EGAIN CORPORATION 401(K) | SUNNYVALE CA | 230 | $38.0M | $671K |
| 9 | WILEN WILEN GROUP 401(K) EMPLOYEE SAVINGS PLAN | MELVILLE NY | 446 | $27.4M | $645K |
| 10 | C & B HOLDING COMPANY, INC. DBA BRAUN ELECTRIC COM BRAUN ELECTRIC COMPANY, INC. 401(K) PLAN | BAKERSFIELD CA | 40 | $7.1M | $582K |
