Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Fa Freedom 2040 A in their Schedule of Assets, totaling $7.6M 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 | COMMUNICATION FEDERAL CREDIT UNION COMMUNICATION FEDERAL CREDIT UNION 401(K) PLAN | OKLAHOMA CITY OK | 284 | $25.3M | $3.2M |
| 2 | SOMNIA, INC. SOMNIA, INC. 401(K) PLAN & TRUST | HARRISON NY | 434 | $30.4M | $1.5M |
| 3 | ELM ELM LOCATING AND UTILITY SERVICES 401(K) PLAN |
PEORIA IL |
| 1,188 |
| $14.2M |
| $1.3M |
| 4 | NOTIONS MARKETING CORPORATION NOTIONS MARKETING 401K PLAN | GRAND RAPIDS MI | 403 | $13.9M | $1.1M |
| 5 | U.S. ENGINE VALVE COMPANY U.S. ENGINE VALVE COMPANY 401(K) PLAN | WESTMINSTER SC | 253 | $12.5M | $418K |
