Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding FA Freedom Inc A Registered investment company in their Schedule of Assets, totaling $597K 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 | FRUIT CENTER, INC. FRUIT CENTER, INC. 401(K) PROFIT SHARING PLAN | MILTON MA | 139 | $11.8M | $269K |
| 2 | IPSWICH SHELLFISH COMPANY, INC. IPSWICH SHELLFISH COMPANY, INC. 401(K) PLAN | IPSWICH MA | 203 | $17.5M | $227K |
| 3 | PHOENIX SERVICES LLC PHOENIX SERVICES LLC 401(K) PLAN |
HOUSTON TX |
| 280 |
| $5.6M |
| $69K |
| 4 | E.L.F. COSMETICS, INC. E.L.F. COSMETICS, INC. 401(K) PLAN | OAKLAND CA | 505 | $22.6M | $23K |
| 5 | ROYAL PLASTICS, INC. ROYAL PLASTICS, INC. 401(K) PROFIT SHARING PLAN | MENTOR OH | 142 | $7.4M | $9K |
