Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding FA Freedom 2040 Mutual Fund in their Schedule of Assets, totaling $2.9M 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 | MCCARTHY-BUSH CORPORATION MCCARTHY - BUSH COMPANIES 401(K) PLAN | DAVENPORT IA | 204 | $33.7M | $1.6M |
| 2 | ABBYY USA SOFTWARE HOUSE, INC. ABBYY USA SOFTWARE HOUSE, INC. 401(K) PROFIT SHARING PLAN | AUSTIN TX | 123 | $21.5M | $1.3M |
