Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 29 U.S. retirement plans report holding Fidelity Advisor freedom 2060 fund # in their Schedule of Assets, totaling $13.8M 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 | ADVARRA, INC. ADVARRA 401(K) PLAN | COLUMBIA MD | 874 | $87.0M | $2.3M |
| 2 | BRIGHTCOVE INC. BRIGHTCOVE INC. 401(K) PLAN | BOSTON MA | 290 | $61.6M | $2.2M |
| 3 | ASCEND FEDERAL CREDIT UNION ASCEND FEDERAL CREDIT UNION CASH OR DEFERRED COMPENSATION PLAN |
TULLAHOMA TN |
| 637 |
| $51.4M |
| $2.0M |
| 4 | AXXESS CONSULT, INC. AXXESS CONSULT, INC. 401(K) PROFIT SHARING PLAN AND TRUST | DALLAS TX | 314 | $15.2M | $947K |
| 5 | BALLARD MACK SALES & SERVICE, INC. BALLARD MACK SALES & SERVICE, INC. 401(K) PROFIT SHARING PLAN | WORCESTER MA | 220 | $18.0M | $634K |
| 6 | SCRIBEAMERICA, LLC SCRIBEAMERICA, LLC 401(K) PLAN | FORT LAUDERDALE FL | 2,222 | $4.1M | $630K |
| 7 | ROBINSON FANS HOLDINGS, INC. ROBINSON FANS HOLDINGS 401(K) & PROFIT SHARING PLAN | ZELIENOPLE PA | 316 | $41.8M | $552K |
| 8 | SMRT, INC. SMRT, INC. 401(K) PROFIT SHARING PLAN | PORTLAND ME | 127 | $31.6M | $517K |
| 9 | PRINCE INDUSTRIES LLC PRINCE INDUSTRIES, INC. 401(K) PROFIT SHARING PLAN | CAROL STREAM IL | 350 | $19.8M | $402K |
| 10 | THE COUNTRY CLUB THE COUNTRY CLUB 401(K) PLAN | CHESTNUT HILL MA | 239 | $18.1M | $384K |
