Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Fidelity Advisor Freedom 2065 in their Schedule of Assets, totaling $834K 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 | MWW GROUP LLC MWW GROUP 401(K) PLAN | HASBROUCK HEIGHTS NJ | 175 | $23.1M | $337K |
| 2 | AMERICAN AGRICULTURAL INSURANCE COMPANY AMERICAN AGRICULTURAL INSURANCE COMPANY EMPLOYEES SAVINGS TRUST | SCHAUMBURG IL | 136 | $29.8M | $138K |
| 3 | DALY COMPUTERS, INC. DALY COMPUTERS, INC. 401(K) PROFIT SHARING PLAN |
FREDERICK MD |
| 155 |
| $5.5M |
| $112K |
| 4 | CEDAR VALLEY MEDICAL SPECIALISTS, P.C. CEDAR VALLEY MEDICAL SPECIALISTS, P.C. PROFIT SHARING & EMPLOYEE SAVINGS PLAN | WATERLOO IA | 499 | $112.7M | $106K |
| 5 | SPARTAN ELECTRIC CO., INC. SPARTAN ELECTRIC PROFIT SHARING PLAN & TRUST | IJAMSVILLE MD | 113 | $8.5M | $63K |
| 6 | SECURITY MUTUAL LIFE INSURANCE COMPANY OF NEW YORK SECURITY MUTUAL LIFE INSURANCE COMPANY OF NEW YORK PROFIT SHARING PLAN | BINGHAMTON NY | 302 | $84.2M | $41K |
| 7 | APS TECHNOLOGY, LLC APS TECHNOLOGY 401(K) PLAN | WALLINGFORD CT | 98 | $19.2M | $21K |
| 8 | ERNEST MAIER, INC. ERNEST MAIER, INC. 401(K) PLAN | BLADENSBURG MD | 318 | $8.7M | $15K |
