Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 16 U.S. retirement plans report holding Fidelity Advisor Freedom 2060 Fund Mutual fund in their Schedule of Assets, totaling $11.8M 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 | $2.9M |
| 2 | BOSTON ANALYTICAL, INC. BOSTON ANALYTICAL 401(K) PLAN | SALEM NH | 271 | $24.2M | $2.4M |
| 3 | EMPOWER MEDIA PARTNERS, LLC EMPOWER MEDIA PARTNERS, LLC 401(K) PLAN |
CINCINNATI OH |
| 73 |
| $21.5M |
| $1.2M |
| 4 | WILEN WILEN GROUP 401(K) EMPLOYEE SAVINGS PLAN | MELVILLE NY | 446 | $27.4M | $1.0M |
| 5 | ROY JORGENSEN ASSOCIATES, INC. ROY JORGENSEN ASSOCIATES, INC. RETIREMENT PLAN | BUCKEYSTOWN MD | 1,109 | $35.4M | $951K |
| 6 | DARBY DENTAL SUPPLY, LLC DARBY DENTAL SUPPLY, LLC 401(K) SAVINGS AND PROFIT SHARING PLAN | JERICHO NY | 496 | $65.2M | $877K |
| 7 | EGAIN CORPORATION EGAIN CORPORATION 401(K) | SUNNYVALE CA | 230 | $38.0M | $518K |
| 8 | CONNELLY PARTNERS, LLC CP 401(K) PLAN | BOSTON MA | 83 | $20.4M | $414K |
| 9 | GRIFFIN MASONRY, INC. GRIFFIN MASONRY, INC. RETIREMENT SAVINGS PLAN | CHARLOTTE NC | 183 | $12.0M | $303K |
| 10 | HORIZONS INCORPORATED HORIZONS 401(K) PLAN | CLEVELAND OH | 184 | $33.8M | $289K |
