Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding FA Freedom 2030 Z Mutual Fund in their Schedule of Assets, totaling $7.3M 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 | JAG - ONE INTERMEDIATE HOLDINGS JAG - ONE PHYSICAL THERAPY 401K PROFIT SHARING PLAN AND TRUST | BRIDGEWATER NJ | 1,956 | $31.9M | $2.0M |
| 2 | ALLIANCE CREDIT UNION ALLIANCE CREDIT UNION 401(K) PLAN | LUBBOCK TX | 198 | $12.2M | $2.0M |
| 3 | ABC AUTO PARTS, LTD. ABC AUTO PARTS, LTD. 401(K) SAVINGS PLAN |
LONGVIEW TX |
| 404 |
| $5.8M |
| $1.5M |
| 4 | ZEHRCO-GIANCOLA COMPOSITES, INC. ZEHRCO-GIANCOLA COMPOSITES, INC. 401(K) PROFIT SHARING PLAN | ASHTABULA OH | 340 | $12.2M | $1.3M |
| 5 | DERRICK CORPORATION DERRICK CORPORATION PROFIT SHARING PLAN | BUFFALO NY | 617 | $95.6M | $424K |
| 6 | INTRATEK COMPUTER, INC. INTRATEK COMPUTER, INC 401(K) PROFIT SHARING PLAN | IRVINE CA | 108 | $6.4M | $87K |
