Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding FA Freedom 2015 A Registered investment company in their Schedule of Assets, totaling $136K 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 | PHOENIX SERVICES LLC PHOENIX SERVICES LLC 401(K) PLAN | HOUSTON TX | 280 | $5.6M | $89K |
| 2 | FRUIT CENTER, INC. FRUIT CENTER, INC. 401(K) PROFIT SHARING PLAN | MILTON MA | 139 | $11.8M | $27K |
| 3 | IPSWICH SHELLFISH COMPANY, INC. IPSWICH SHELLFISH COMPANY, INC. 401(K) PLAN |
IPSWICH MA |
| 203 |
| $17.5M |
| $16K |
| 4 | MIDWEST RECOVER-CARE MIDWEST RECOVER-CARE 401(K) PLAN | BROOKLYN NY | 4,569 | $9.1M | $3K |
