Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Fidelity Advisor Freedom 2060 Fund Asset allocation mutual fund in their Schedule of Assets, totaling $9.2M 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 | ALEXANDRIA REAL ESTATE EQUITIES, INC. ALEXANDRIA REAL ESTATE EQUITIES, INC. 401(K) PROFIT SHARING PLAN | PASADENA CA | 537 | $207.5M | $5.1M |
| 2 | IMMUNITYBIO, INC. IMMUNITYBIO 401(K) PLAN | EL SEGUNDO CA | 678 | $70.7M | $3.5M |
| 3 | MICHELMAN & ROBINSON, LLP MICHELMAN & ROBINSON, LLP 401(K) PLAN |
LOS ANGELES CA |
| 126 |
| $24.3M |
| $393K |
| 4 | KONAMI DIGITAL ENTERTAINMENT, INC. KONAMI DIGITAL ENTERTAINMENT, INC. 401(K) SAVINGS PLAN | EL SEGUNDO CA | 143 | $52.4M | $186K |
