Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Fidelity Investments Fidelity Advisor Freedom 2040 Fund .. 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 | EXEMPLIS LLC EXEMPLIS LLC 401(K) SAVINGS PLAN | CYPRESS CA | 578 | $45.6M | $4.3M |
| 2 | MBK REAL ESTATE LLC MBK REAL ESTATE LLC 401(K) PLAN | IRVINE CA | 4,013 | $34.1M | $2.6M |
| 3 | HARTFORD DISPENSARY THE ROOT CENTER FOR ADVANCED RECOVERY 403(B) PLAN |
MANCHESTER CT |
| 242 |
| $14.7M |
| $1.6M |
| 4 | SOUTHWEST SHIPYARD, L.P. SOUTHWEST SHIPYARD L.P. 401(K) SAVINGS AND RETIREMENT PLAN | CHANNELVIEW TX | 380 | $13.9M | $1.1M |
| 5 | CONCORDIA BANK & TRUST CONCORDIA BANK & TRUST COMPANY 401(K) PLAN | VIDALIA LA | 121 | $8.8M | $978K |
| 6 | GUARDIAN ELECTRIC MANUFACTURING COMPANY GUARDIAN ELECTRIC MANUFACTURING COMPANY EMPLOYEES SAVINGS AND RETIREMENT PLAN | WOODSTOCK IL | 168 | $8.2M | $948K |
| 7 | WORKING AMERICA WORKING AMERICA 401(K) PLAN | WASHINGTON DC | 306 | $7.4M | $827K |
| 8 | RAISE MARKETPLACE, LLC RAISE MARKETPLACE, LLC 401 (K) PLAN | CHICAGO IL | 32 | $7.8M | $328K |
| 9 | ADVEX CORPORATION ADVEX CORPORATION EMPLOYEE PROFIT SHARING RETIREMENT PLAN | HAMPTON VA | 109 | $5.0M | $69K |
