Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding FA FREEDOM 2040 Z in their Schedule of Assets, totaling $21.2M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | HUNT VALLEY HOLDINGS LLC FUNDAMENTAL RETIREMENT SAVINGS PLAN | SPARKS MD | 8,516 | $122.5M | $9.3M |
| 2 | URGENT CARES OF AMERICA HOLDINGS, LLC URGENT CARES OF AMERICA HOLDINGS, LLC 401(K) PLAN | RALEIGH NC | 1,717 | $33.6M | $7.3M |
| 3 | GRACE INDUSTRIES LLC GRACE LLC 401(K) PLAN |
MELVILLE NY |
| 397 |
| $37.1M |
| $3.9M |
| 4 | FOURTH WALL RESTAURANTS, LLC QUALITY BRANDED 401(K) | NEW YORK NY | 1,864 | $5.3M | $407K |
| 5 | INSULATIONS, L.L.C. INSULATIONS, INC. 401(K) PLAN | HARAHAN LA | 1,051 | $9.1M | $400K |
