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 2025 Fund in their Schedule of Assets, totaling $4.1M 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 | $2.0M |
| 2 | SOUTH CAROLINA LEGAL SERVICES SOUTH CAROLINA LEGAL SERVICES 401(K) PROFIT SHARING PLAN | COLUMBIA SC | 119 | $17.5M | $1.9M |
| 3 | THE JAY GROUP THE JAY GROUP RETIREMENT PLAN |
LANCASTER PA |
| 243 |
| $4.1M |
| $199K |
