Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Fidelity Investments Fidelity Advisor Freedom Income Fund in their Schedule of Assets, totaling $260K 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 | WORKING AMERICA WORKING AMERICA 401(K) PLAN | WASHINGTON DC | 306 | $7.4M | $160K |
| 2 | SOUTHWEST SHIPYARD, L.P. SOUTHWEST SHIPYARD L.P. 401(K) SAVINGS AND RETIREMENT PLAN | CHANNELVIEW TX | 380 | $13.9M | $36K |
| 3 | GUARDIAN ELECTRIC MANUFACTURING COMPANY GUARDIAN ELECTRIC MANUFACTURING COMPANY EMPLOYEES SAVINGS AND RETIREMENT PLAN |
WOODSTOCK IL |
| 168 |
| $8.2M |
| $31K |
| 4 | TONY'S FINER FOODS ENTERPRISES, LLC TONY'S FINER FOODS ENTERPRISES, LLC 401(K) PLAN | ONTARIO CA | 1,936 | $15.6M | $16K |
| 5 | CONCORDIA BANK & TRUST CONCORDIA BANK & TRUST COMPANY 401(K) PLAN | VIDALIA LA | 121 | $8.8M | $11K |
| 6 | RAISE MARKETPLACE, LLC RAISE MARKETPLACE, LLC 401 (K) PLAN | CHICAGO IL | 32 | $7.8M | $5K |
