Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Fa Freedom 2020 A Mutual Fund in their Schedule of Assets, totaling $5.9M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | CURRY MANAGEMENT CORPORATION THE CURRY AUTOMOTIVE GROUP 401(K) SAVINGS PLAN | SCARSDALE NY | 403 | $38.3M | $3.1M |
| 2 | R.L. MORRISSEY & ASSOCIATES, INC. R.L. MORRISSEY & ASSOCIATES, INC. FOURTH AMENDED AND RESTATED 401(K) PROFIT-SHARING PLAN AND TRUST | SOLON OH | 109 | $10.2M | $1.4M |
| 3 | JESS HOWARD ELECTRIC COMPANY, INC. |
BLACKLICK OH |
| 147 |
| $15.2M |
| $814K |
| 4 | SPUNTECH INDUSTRIES, INC. SPUNTECH 401(K) PLAN | ROXBORO NC | 212 | $12.3M | $286K |
| 5 | MSSC, INC. MSSC 401(K) PLAN | TROY MI | 98 | $20.0M | $220K |
| 6 | RENEGADE GROUP, LLC RENEGADE 401(K) PLAN | FORT WORTH TX | 586 | $7.3M | $17K |
| 7 | CREATIVE ASSET MANAGEMENT, INC. CREATIVE ASSET MANAGEMENT, INC. RETIREMENT PLAN | JONESBORO GA | 486 | $9.0M | $5K |
