Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 17 U.S. retirement plans report holding Fidelity Advisor freedom income fund # in their Schedule of Assets, totaling $4.0M 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 | ROBINSON FANS HOLDINGS, INC. ROBINSON FANS HOLDINGS 401(K) & PROFIT SHARING PLAN | ZELIENOPLE PA | 316 | $41.8M | $1.2M |
| 2 | ADVARRA, INC. ADVARRA 401(K) PLAN | COLUMBIA MD | 874 | $87.0M | $1.1M |
| 3 | EASTEX CRUDE COMPANY EASTEX CRUDE COMPANY 401(K) PROFIT SHARING PLAN |
LEESBURG TX |
| 257 |
| $27.6M |
| $535K |
| 4 | PROVIDENCE PERFORMING ARTS CENTER PROVIDENCE PERFORMING ARTS CENTER DEFINED CONTRIBUTION PLAN | PROVIDENCE RI | 126 | $8.9M | $300K |
| 5 | CEDAR VALLEY MEDICAL SPECIALISTS, P.C. CEDAR VALLEY MEDICAL SPECIALISTS, P.C. PROFIT SHARING & EMPLOYEE SAVINGS PLAN | WATERLOO IA | 499 | $112.7M | $246K |
| 6 | BRIGHTCOVE INC. BRIGHTCOVE INC. 401(K) PLAN | BOSTON MA | 290 | $61.6M | $230K |
| 7 | PRINCE INDUSTRIES LLC PRINCE INDUSTRIES, INC. 401(K) PROFIT SHARING PLAN | CAROL STREAM IL | 350 | $19.8M | $85K |
| 8 | UTICA ENTERPRISES, INC. UTICA ENTERPRISES, INC. 401(K) PLAN | TROY MI | 178 | $30.0M | $73K |
| 9 | APT FOUNDATION INC. 403(B) THRIFT PLAN OF APT FOUNDATION, INC. | NEW HAVEN CT | 302 | $19.6M | $50K |
| 10 | HEALTH SERVICES MANAGEMENT, INC. HEALTH SERVICES MANAGEMENT, INC. 401(K) PLAN | CRYSTAL RIVER FL | 2,895 | $8.5M | $27K |
