Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding FA FREEDOM 2065 K6 Mutual fund in their Schedule of Assets, totaling $2.1M 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 | REPLIGEN CORPORATION REPLIGEN 401(K) SAVINGS PLAN | WALTHAM MA | 1,126 | $86.6M | $1.1M |
| 2 | SIMS-LOHMAN, INC. SIMS-LOHMAN, INC. 401(K) PLAN | CINCINNATI OH | 694 | $25.8M | $339K |
| 3 | FOURTH ENTERPRISES, LLC FOURTH ENTERPRISES, LLC 401(K) PLAN |
AUSTIN TX |
| 335 |
| $37.4M |
| $199K |
| 4 | CHIRON AMERICA, INC. CHIRON AMERICA, INC. 401(K) PROFIT SHARING PLAN | CHARLOTTE NC | 82 | $12.2M | $159K |
| 5 | PARKHOUSE TIRE SERVICES, INC. EMPLOYEES' 401(K) PLAN OF PARKHOUSE TIRE SERVICE, INC. | BELL GARDENS CA | 475 | $22.7M | $138K |
| 6 | LENNON, SMITH, SOULERET ENGINEERING, INC. LENNON, SMITH, SOULERET ENGINEERING, INC. 401(K) PLAN | CORAOPOLIS PA | 131 | $12.7M | $88K |
| 7 | CARABETTA MANAGEMENT COMPANY CARABETTA GROUP 401(K) PROFIT SHARING PLAN | MERIDEN CT | 408 | $21.0M | $48K |
