Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding FA Freedom 2030 A Registered investment company in their Schedule of Assets, totaling $4.7M 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 | IPSWICH SHELLFISH COMPANY, INC. IPSWICH SHELLFISH COMPANY, INC. 401(K) PLAN | IPSWICH MA | 203 | $17.5M | $2.2M |
| 2 | ROYAL PLASTICS, INC. ROYAL PLASTICS, INC. 401(K) PROFIT SHARING PLAN | MENTOR OH | 142 | $7.4M | $948K |
| 3 | MIDWEST RECOVER-CARE MIDWEST RECOVER-CARE 401(K) PLAN |
BROOKLYN NY |
| 4,569 |
| $9.1M |
| $558K |
| 4 | PHOENIX SERVICES LLC PHOENIX SERVICES LLC 401(K) PLAN | HOUSTON TX | 280 | $5.6M | $491K |
| 5 | FRUIT CENTER, INC. FRUIT CENTER, INC. 401(K) PROFIT SHARING PLAN | MILTON MA | 139 | $11.8M | $482K |
