Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Fidelity Investments Fidelity Advisor Freedom 2040 Fund Class Z in their Schedule of Assets, totaling $9.6M 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 | GLEASON RESEARCH ASSOCIATES, INC. GLEASON RESEARCH ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN | HUNTSVILLE AL | 118 | $20.8M | $3.1M |
| 2 | BARTON & LOGUIDICE, D.P.C. BARTON & LOGUIDICE, D.P.C. PROFIT SHARING & 401(K) PLAN | LIVERPOOL NY | 377 | $73.9M | $2.9M |
| 3 | REDAPT, INC. |
WOODINVILLE WA |
| 141 |
| $22.8M |
| $2.0M |
| 4 | ATTOM DATA SOLUTIONS, LLC ATTOM DATA SOLUTIONS, LLC 401 (K) PLAN | IRVINE CA | 94 | $11.4M | $1.0M |
| 5 | AARONSON RAPPAPORT FEINSTEIN & DEUTSCH, LLP AARONSON, RAPPAPORT, FEINSTEIN & DEUTSCH, LLP 401(K) PLAN | NEW YORK NY | 121 | $29.3M | $486K |
