Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding Fidelity Advisor® Freedom® 2065 Fund – Class Z in their Schedule of Assets, totaling $2.2M 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 | UGN, INC. UGN, INC. RETIREMENT AND SAVINGS PLAN | DOWNERS GROVE IL | 1,226 | $66.2M | $635K |
| 2 | KAMAX INC. KAMAX INC. 401(K) SAVINGS PLAN | ROCHESTER HILLS MI | 473 | $29.3M | $452K |
| 3 | ONTO INNOVATION, INC. ONTO INNOVATION, INC. 401(K) SAVINGS PLAN |
| 885 |
| $263.7M |
| $431K |
| 4 | MOL (AMERICAS) LLC MOL RETIREMENT & SAVINGS PLAN | WOODBRIDGE NJ | 109 | $77.0M | $269K |
| 5 | STILES CORPORATION STILES CORPORATION 401(K) PLAN | FORT LAUDERDALE FL | 322 | $54.8M | $161K |
| 6 | RADIUS HEALTH, INC. RADIUS HEALTH, INC. 401(K) PLAN | BOSTON MA | 234 | $52.2M | $116K |
| 7 | HOUR MEDIA, LLC HOUR MEDIA, LLC 401(K) RETIREMENT PLAN | TROY MI | 201 | $7.3M | $60K |
| 8 | AZUL SYSTEMS, INC. AZUL SYSTEMS, INC. 401(K) PLAN | SUNNYVALE CA | 104 | $21.1M | $53K |
| 9 | ORTHOPAEDIC AND SPORTS MEDICINE CENTER - NORMAN, P ORTHOPAEDIC AND SPORTS MEDICINE CENTER - NORMAN, P. C. 401(K) AND PROFIT SHARING PLAN | NORMAN OK | 53 | $6.4M | $42K |
| 10 | UTICA ENTERPRISES, INC. UTICA ENTERPRISES, INC. 401(K) PLAN | TROY MI | 177 | $32.4M | $7K |
