Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Fidelity Advisor Freedom® 2065 Fund Class Z Mutual Fund in their Schedule of Assets, totaling $5.7M 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 | THE TRADE DESK, INC. THE TRADE DESK 401(K) PLAN | VENTURA CA | 2,206 | $298.5M | $5.1M |
| 2 | DYNASPLINT SYSTEMS, INC. DYNASPLINT SYSTEMS INC. 401(K) PLAN | SEVERNA PARK MD | 326 | $21.0M | $168K |
| 3 | FIRST STATE BANK FIRST STATE BANK 401(K) PROFIT SHARING PLAN |
WINCHESTER OH |
| 147 |
| $11.9M |
| $128K |
| 4 | SALVAGNINI AMERICA, INC. SALVAGNINI AMERICA 401(K) PLAN | HAMILTON OH | 150 | $15.2M | $123K |
| 5 | YORK TELECOM CORPORATION YORK TELECOM CORPORATION 401(K) PLAN | WALL TOWNSHIP NJ | 401 | $50.5M | $104K |
| 6 | TOPIDERM, INC. TOPIDERM, INC. 401(K) PLAN | AMITYVILLE NY | 377 | $14.3M | $63K |
