Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding FA Freedom 2060 A Registered investment company in their Schedule of Assets, totaling $616K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | MIDWEST RECOVER-CARE MIDWEST RECOVER-CARE 401(K) PLAN | BROOKLYN NY | 4,569 | $9.1M | $344K |
| 2 | FRUIT CENTER, INC. FRUIT CENTER, INC. 401(K) PROFIT SHARING PLAN | MILTON MA | 139 | $11.8M | $146K |
| 3 | PHOENIX SERVICES LLC PHOENIX SERVICES LLC 401(K) PLAN |
HOUSTON TX |
| 280 |
| $5.6M |
| $66K |
| 4 | IPSWICH SHELLFISH COMPANY, INC. IPSWICH SHELLFISH COMPANY, INC. 401(K) PLAN | IPSWICH MA | 203 | $17.5M | $35K |
| 5 | ROYAL PLASTICS, INC. ROYAL PLASTICS, INC. 401(K) PROFIT SHARING PLAN | MENTOR OH | 142 | $7.4M | $24K |
