Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Fa Freedom 2030 A Mutual Fund in their Schedule of Assets, totaling $12.9M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | 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 | $4.9M |
| 2 | SPUNTECH INDUSTRIES, INC. SPUNTECH 401(K) PLAN | ROXBORO NC | 212 | $12.3M | $2.5M |
| 3 | ISLAND INTERNATIONAL INDUSTRIES, INC. ISLAND INTERNATIONAL INDUSTRIES INC. 401(K) PLAN |
CALVERTON NY |
| 265 |
| $12.4M |
| $1.6M |
| 4 | 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 | $1.1M |
| 5 | CREATIVE ASSET MANAGEMENT, INC. CREATIVE ASSET MANAGEMENT, INC. RETIREMENT PLAN | JONESBORO GA | 486 | $9.0M | $918K |
| 6 | R.H. PETERSON CO. R.H. PETERSON CO. 401(K) RETIREMENT PLAN | CITY OF INDUSTRY CA | 198 | $21.2M | $776K |
| 7 | RENEGADE GROUP, LLC RENEGADE 401(K) PLAN | FORT WORTH TX | 586 | $7.3M | $613K |
| 8 | MSSC, INC. MSSC 401(K) PLAN | TROY MI | 98 | $20.0M | $416K |
| 9 | DIGILANT, INC. DIGILANT, INC. 401K PLAN | BOSTON MA | 88 | $11.2M | $160K |
