Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding FA Freedom 2040 in their Schedule of Assets, totaling $1.1M 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 | DUIT HOLDINGS DUIT HOLDINGS 401(K) PLAN | EDMOND OK | 495 | $10.7M | $642K |
| 2 | HELICOPTERS, INC. HELICOPTERS, INC. EMPLOYEE SAVINGS & RETIREMENT PLAN | CAHOKIA IL | 251 | $11.9M | $431K |
