Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 29 U.S. retirement plans report holding Fidelity Advisor freedom 2065 fund # in their Schedule of Assets, totaling $3.2M 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 | ASCEND FEDERAL CREDIT UNION ASCEND FEDERAL CREDIT UNION CASH OR DEFERRED COMPENSATION PLAN | TULLAHOMA TN | 637 | $51.4M | $664K |
| 2 | ADVARRA, INC. ADVARRA 401(K) PLAN | COLUMBIA MD | 874 | $87.0M | $427K |
| 3 | ROBINSON FANS HOLDINGS, INC. ROBINSON FANS HOLDINGS 401(K) & PROFIT SHARING PLAN |
ZELIENOPLE PA |
| 316 |
| $41.8M |
| $349K |
| 4 | SMRT, INC. SMRT, INC. 401(K) PROFIT SHARING PLAN | PORTLAND ME | 127 | $31.6M | $261K |
| 5 | BRIGHTCOVE INC. BRIGHTCOVE INC. 401(K) PLAN | BOSTON MA | 290 | $61.6M | $229K |
| 6 | THE COUNTRY CLUB THE COUNTRY CLUB 401(K) PLAN | CHESTNUT HILL MA | 239 | $18.1M | $158K |
| 7 | CROWN LINEN SERVICE, INC. CROWN/LOYAL 401(K) PLAN | NASHUA NH | 277 | $16.2M | $139K |
| 8 | CENTRAL VALLEY GMC D/B/A AFFINITY TRUCK CENTER THE 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF AFFINITY TRUCK CENTER | FRESNO CA | 102 | $10.1M | $127K |
| 9 | GUDEL, INC. GUDEL, INC. RETIREMENT SAVINGS PLAN | ANN ARBOR MI | 99 | $11.1M | $89K |
| 10 | REPUBLIC WIRE INC. REPUBLIC WIRE INC EMPLOYEES PROFIT SHARING PLAN | WEST CHESTER OH | 147 | $8.1M | $68K |
