Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding FA Freedom 2040 A Mutual Funds in their Schedule of Assets, totaling $2.1M 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 | NEW YORK ANESTHESIOLOGY MEDICAL SPECIALTIES, P.C. NEW YORK ANESTHESIOLOGY MEDICAL SPECIALTIES, P.C. EMPLOYEES' DEFERRED SAVINGS AND PROFIT SHARING PLAN | N. SYRACUSE NY | 135 | $22.1M | $1.3M |
| 2 | MEYER, BORGMAN & JOHNSON, INC. MEYER,BORGMAN & JOHNSON, INC. PROFIT SHARING & 401(K) PLAN | MINNEAPOLIS MN | 107 | $14.6M | $774K |
