Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Fidelity FA FREEDOM 2015 Z in their Schedule of Assets, totaling $1.4M 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 | JAS FORWARDING (U.S.A.), INC. JAS FORWARDING (USA), INC. 401(K) PLAN | ATLANTA GA | 1,101 | $92.9M | $607K |
| 2 | FAROUK SYSTEMS INC. FAROUK SYSTEMS, INC. 401(K) PLAN | HOUSTON TX | 769 | $15.4M | $475K |
| 3 | GLOBE UNION GROUP, INC. GLOBE UNION GROUP RETIREMENT & SAVINGS PLAN |
WOODRIDGE IL |
| 133 |
| $17.5M |
| $274K |
| 4 | PATRIOT NATIONAL INC. PATRIOT NATIONAL INC. 401(K) EMPLOYEE SAVINGS PLAN | FORT LAUDERDALE FL | 3 | $7.3M | $24K |
