Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Fidelity Advisor Freedom 2055 in their Schedule of Assets, totaling $5.9M 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 | CEDAR VALLEY MEDICAL SPECIALISTS, P.C. CEDAR VALLEY MEDICAL SPECIALISTS, P.C. PROFIT SHARING & EMPLOYEE SAVINGS PLAN | WATERLOO IA | 499 | $112.7M | $1.8M |
| 2 | ACADEMY BUS, LLC ACADEMY SALARY SAVINGS PLAN | HOBOKEN NJ | 1,612 | $48.5M | $1.1M |
| 3 | MWW GROUP LLC MWW GROUP 401(K) PLAN |
HASBROUCK HEIGHTS NJ |
| 175 |
| $23.1M |
| $916K |
| 4 | AMERICAN AGRICULTURAL INSURANCE COMPANY AMERICAN AGRICULTURAL INSURANCE COMPANY EMPLOYEES SAVINGS TRUST | SCHAUMBURG IL | 136 | $29.8M | $855K |
| 5 | DALY COMPUTERS, INC. DALY COMPUTERS, INC. 401(K) PROFIT SHARING PLAN | FREDERICK MD | 155 | $5.5M | $360K |
| 6 | ERNEST MAIER, INC. ERNEST MAIER, INC. 401(K) PLAN | BLADENSBURG MD | 318 | $8.7M | $348K |
| 7 | SECURITY MUTUAL LIFE INSURANCE COMPANY OF NEW YORK SECURITY MUTUAL LIFE INSURANCE COMPANY OF NEW YORK PROFIT SHARING PLAN | BINGHAMTON NY | 302 | $84.2M | $309K |
| 8 | SPARTAN ELECTRIC CO., INC. SPARTAN ELECTRIC PROFIT SHARING PLAN & TRUST | IJAMSVILLE MD | 113 | $8.5M | $169K |
| 9 | C.R. DANIELS, INC. C.R. DANIELS, INC. 401(K) AND PROFIT SHARING PLAN | ELLICOTT CITY MD | 135 | $19.9M | $57K |
| 10 | ACADEMY BUS, LLC ACADEMY COLLECTIVE BARGAINING EMPLOYEE PLAN | HOBOKEN NJ | 216 | $2.8M | $6K |
