Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Fa Freedom 2040 M Mutual Fund in their Schedule of Assets, totaling $2.8M 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 | BEVILACQUA RESEARCH CORPORATION BEVILACQUA RESEARCH CORPORATION 401(K) PLAN AND TRUST | HUNTSVILLE AL | 131 | $24.7M | $1.3M |
| 2 | GEM ASSET ACQUISITION LLC PAVEMENT MAINTENANCE GROUP 401K PLAN | CHARLOTTE NC | 194 | $5.1M | $830K |
| 3 | LINDSEY MANUFACTURING CO. DBA LINDSEY SYSTEMS |
AZUSA CA |
| 175 |
| $4.9M |
| $432K |
| 4 | PREFERRED HEALTHCARE STAFFING, INC. PREFERRED HEALTHCARE STAFFING 401(K) PLAN | SAN DIEGO CA | 247 | $3.4M | $244K |
