Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Fidelity Mgmt. Trust Co. Fidelity Advisor Freedom 2040 A in their Schedule of Assets, totaling $1.1M 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 | COMPREHENSIVE BLOOD & CANCER CENTER CBCC 401(K) PROFIT SHARING PLAN | BAKERSFIELD CA | 229 | $25.4M | $1.1M |
