Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Fa Freedom 2045 M Mutual Fund in their Schedule of Assets, totaling $1.9M 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 | 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 | $251K |
| 3 | PREFERRED HEALTHCARE STAFFING, INC. |
SAN DIEGO CA |
| 247 |
| $3.4M |
| $230K |
| 4 | LINDSEY MANUFACTURING CO. DBA LINDSEY SYSTEMS LINDSEY SYSTEMS 401(K) PLAN | AZUSA CA | 175 | $4.9M | $163K |
