Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Fidelity Management Trust Company Fidelity Advisor Freedom 2020 Fund in their Schedule of Assets, totaling $2.0M 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 | SEMBLEX CORPORATION SEMBLEX CORPORATION EMPLOYEE PROFIT SHARING & 401(K) PLAN | ELMHURST IL | 307 | $29.6M | $1.6M |
| 2 | THE JAY GROUP THE JAY GROUP RETIREMENT PLAN | LANCASTER PA | 243 | $4.1M | $242K |
| 3 | SOUTH CAROLINA LEGAL SERVICES SOUTH CAROLINA LEGAL SERVICES 401(K) PROFIT SHARING PLAN |
COLUMBIA SC |
| 119 |
| $17.5M |
| $123K |
