Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Fidelity Fidelity Advisor Freedom 2040 Fund Class A in their Schedule of Assets, totaling $5.5M 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 | EASTER SEALS METROPOLITAN CHICAGO, INC. EASTER SEALS METROPOLITAN CHICAGO, INC. 401(K) PROFIT SHARING PLAN | CHICAGO IL | 675 | $17.9M | $1.6M |
| 2 | JBI, LLC JBI, LLC 401(K) PLAN | LONG BEACH CA | 408 | $14.7M | $1.2M |
| 3 | TAKUMI STAMPING, INC. TAKUMI STAMPING 401(K) PLAN |
FAIRFIELD OH |
| 450 |
| $12.7M |
| $1.1M |
| 4 | INVALUABLE LLC INVALUABLE LLC 401(K) PLAN | BOSTON MA | 61 | $10.3M | $1.0M |
| 5 | GISH, SHERWOOD & FRIENDS, INC. GISH, SHERWOOD & FRIENDS, INC. EMPLOYEE SAVINGS PLAN | NASHVILLE TN | 71 | $9.8M | $606K |
