Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding FA FREEDOM 2040 I in their Schedule of Assets, totaling $4.4M 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 | MECHANICAL SYSTEMS & SERVICES MECHANICAL SYSTEMS & SERVICES, INC. RETIREMENT SAVINGS PLAN | CHARLOTTE NC | 696 | $33.9M | $2.7M |
| 2 | CAF USA, INC. CAF USA, INC. 401(K) PROFIT SHARING PLAN | ELMIRA HEIGHTS NY | 113 | $11.2M | $1.0M |
| 3 | ALLEGHENY HEALTH NETWORK HOME ALLEGHENY HEALTH NETWORK HOME MEDICAL EQUIPMENT 401(K) PROFIT |
FORD CITY PA |
| 220 |
| $7.8M |
| $691K |
