Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Fidelity Fidelity Advisor Freedom 2025 Fund Class Z in their Schedule of Assets, totaling $12.8M 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 | JOHNSON, O'HARE COMPANY, INC. JOHNSON, O'HARE COMPANY 401(K) PLAN | BILLERICA MA | 552 | $51.1M | $5.5M |
| 2 | VENTURE CONSTRUCTION COMPANY VENTURE CONSTRUCTION COMPANY PROFIT SHARING PLAN AND TRUST | NORCROSS GA | 246 | $50.7M | $3.7M |
| 3 | APEX CAPITAL CORP APEX CAPITAL CORP 401(K) PLAN |
FORT WORTH TX |
| 394 |
| $38.2M |
| $2.9M |
| 4 | ICM CONTROLS CORP ICM CORP. 401(K) PROFIT SHARING PLAN | NORTH SYRACUSE NY | 141 | $7.8M | $632K |
