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 2050 Fund Class A in their Schedule of Assets, totaling $5.1M 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 | EASTER SEALS METROPOLITAN CHICAGO, INC. EASTER SEALS METROPOLITAN CHICAGO, INC. 401(K) PROFIT SHARING PLAN | CHICAGO IL | 675 | $17.9M | $2.8M |
| 2 | TAKUMI STAMPING, INC. TAKUMI STAMPING 401(K) PLAN | FAIRFIELD OH | 450 | $12.7M | $1.1M |
| 3 | INVALUABLE LLC INVALUABLE LLC 401(K) PLAN |
BOSTON MA |
| 61 |
| $10.3M |
| $815K |
| 4 | JBI, LLC JBI, LLC 401(K) PLAN | LONG BEACH CA | 408 | $14.7M | $423K |