Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Fidelity Advisor Freedom Income Fund Mutual fund in their Schedule of Assets, totaling $1.1M 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 | PERKINS EASTMAN ARCHITECTS, DPC PERKINS EASTMAN ARCHITECTS, DPC 401(K) PLAN | NEW YORK NY | 820 | $163.4M | $660K |
| 2 | VIP CYCLE & SPORTS CENTER, INC. VMS TAX SHELTERED RETIREMENT PLAN | NORTH PLAINFIELD NJ | 139 | $10.0M | $145K |
| 3 | IMMUNITYBIO, INC. IMMUNITYBIO 401(K) PLAN |
EL SEGUNDO CA |
| 678 |
| $70.7M |
| $117K |
| 4 | VITRIA TECHNOLOGY, INC. VITRIA TECHNOLOGY, INC. 401(K) PLAN | MENLO PARK CA | 17 | $21.9M | $83K |
| 5 | CLAFLIN SERVICE COMPANY CME CORP 401(K) PLAN | WARWICK RI | 289 | $28.8M | $74K |
| 6 | ROY JORGENSEN ASSOCIATES, INC. ROY JORGENSEN ASSOCIATES, INC. RETIREMENT PLAN | BUCKEYSTOWN MD | 1,109 | $35.4M | $28K |
| 7 | EMPOWER MEDIA PARTNERS, LLC EMPOWER MEDIA PARTNERS, LLC 401(K) PLAN | CINCINNATI OH | 73 | $21.5M | $20K |
