Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding FA FREEDOM INCOME K6 in their Schedule of Assets, totaling $410K 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 | U.S. FACILITIES, INC. U.S. FACILITIES, INC. 401(K) RETIREMENT PLAN | PHILADEPHIA PA | 623 | $29.9M | $170K |
| 2 | ORION ORION 401(K) RETIREMENT PLAN | HOUSTON TX | 1,684 | $82.8M | $123K |
| 3 | ELSA LLC ELSA LLC 401(K) SAVINGS AND PROFIT SHARING RETIREMENT PLAN |
ELWOOD IN |
| 770 |
| $32.2M |
| $107K |
| 4 | HEALTHAXIS GROUP, LLC HEALTHAXIS GROUP, LLC 401(K) PLAN | TAMPA FL | 207 | $16.8M | $9K |
| 5 | SENTRILOCK, LLC SENTRILOCK, LLC 401(K) PLAN | WEST CHESTER OH | 194 | $13.1M | $2K |
| 6 | MESQUITE GAMING, LLC MESQUITE GAMING, LLC 401(K) PLAN | MESQUITE NV | 1,430 | $9.0M | $19 |
