Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 16 U.S. retirement plans report holding Fidelity Advisor Freedom 2065 Fund Mutual fund in their Schedule of Assets, totaling $3.4M 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 | BOSTON ANALYTICAL, INC. BOSTON ANALYTICAL 401(K) PLAN | SALEM NH | 271 | $24.2M | $810K |
| 2 | PERKINS EASTMAN ARCHITECTS, DPC PERKINS EASTMAN ARCHITECTS, DPC 401(K) PLAN | NEW YORK NY | 820 | $163.4M | $571K |
| 3 | ROY JORGENSEN ASSOCIATES, INC. ROY JORGENSEN ASSOCIATES, INC. RETIREMENT PLAN |
BUCKEYSTOWN MD |
| 1,109 |
| $35.4M |
| $516K |
| 4 | DARBY DENTAL SUPPLY, LLC DARBY DENTAL SUPPLY, LLC 401(K) SAVINGS AND PROFIT SHARING PLAN | JERICHO NY | 496 | $65.2M | $350K |
| 5 | EGAIN CORPORATION EGAIN CORPORATION 401(K) | SUNNYVALE CA | 230 | $38.0M | $242K |
| 6 | WILEN WILEN GROUP 401(K) EMPLOYEE SAVINGS PLAN | MELVILLE NY | 446 | $27.4M | $187K |
| 7 | MARTIN SPECIALTY COATINGS MARTIN SPECIALTY COATINGS 401(K) PLAN | SHREVEPORT LA | 101 | $2.4M | $152K |
| 8 | CONNELLY PARTNERS, LLC CP 401(K) PLAN | BOSTON MA | 83 | $20.4M | $146K |
| 9 | WILLIAMS LUMBER INC. WILLIAMS LUMBER INC. 401(K) PROFIT SHARING PLAN | RHINEBECK NY | 322 | $14.2M | $121K |
| 10 | HORIZONS INCORPORATED HORIZONS 401(K) PLAN | CLEVELAND OH | 184 | $33.8M | $109K |
