Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Fa Freedom 2040 A Mutual Fund in their Schedule of Assets, totaling $11.6M 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 | $3.7M |
| 2 | DIGILANT, INC. DIGILANT, INC. 401K PLAN | BOSTON MA | 88 | $11.2M | $1.3M |
| 3 | SPUNTECH INDUSTRIES, INC. SPUNTECH 401(K) PLAN |
ROXBORO NC |
| 212 |
| $12.3M |
| $1.2M |
| 4 | RENEGADE GROUP, LLC RENEGADE 401(K) PLAN | FORT WORTH TX | 586 | $7.3M | $1.0M |
| 5 | JESS HOWARD ELECTRIC COMPANY, INC. JESS HOWARD ELECTRIC COMPANY EMPLOYEES' AMENDED AND RESTATED 401(K) PROFIT SHARING PLAN AND TRUST | BLACKLICK OH | 147 | $15.2M | $852K |
| 6 | MSSC, INC. MSSC 401(K) PLAN | TROY MI | 98 | $20.0M | $836K |
| 7 | ISLAND INTERNATIONAL INDUSTRIES, INC. ISLAND INTERNATIONAL INDUSTRIES INC. 401(K) PLAN | CALVERTON NY | 265 | $12.4M | $820K |
| 8 | 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 | $765K |
| 9 | CREATIVE ASSET MANAGEMENT, INC. CREATIVE ASSET MANAGEMENT, INC. RETIREMENT PLAN | JONESBORO GA | 486 | $9.0M | $729K |
| 10 | R.H. PETERSON CO. R.H. PETERSON CO. 401(K) RETIREMENT PLAN | CITY OF INDUSTRY CA | 198 | $21.2M | $374K |
