Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding FA FREEDOM 2060 Z in their Schedule of Assets, totaling $8.7M 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 | URGENT CARES OF AMERICA HOLDINGS, LLC URGENT CARES OF AMERICA HOLDINGS, LLC 401(K) PLAN | RALEIGH NC | 1,717 | $33.6M | $4.3M |
| 2 | GRACE INDUSTRIES LLC GRACE LLC 401(K) PLAN | MELVILLE NY | 397 | $37.1M | $2.0M |
| 3 | HUNT VALLEY HOLDINGS LLC FUNDAMENTAL RETIREMENT SAVINGS PLAN |
SPARKS MD |
| 8,516 |
| $122.5M |
| $1.9M |
| 4 | INSULATIONS, L.L.C. INSULATIONS, INC. 401(K) PLAN | HARAHAN LA | 1,051 | $9.1M | $216K |
| 5 | FOURTH WALL RESTAURANTS, LLC QUALITY BRANDED 401(K) | NEW YORK NY | 1,864 | $5.3M | $211K |
