Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Fidelity FA FREEDOM INC Z - in their Schedule of Assets, totaling $709K 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 | JAS FORWARDING (U.S.A.), INC. JAS FORWARDING (USA), INC. 401(K) PLAN | ATLANTA GA | 1,101 | $92.9M | $527K |
| 2 | OAK TREE SOFTWARE, INC. OAK TREE SOFTWARE, INC. 401(K) PLAN | TULSA OK | 311 | $8.6M | $80K |
| 3 | FAROUK SYSTEMS INC. FAROUK SYSTEMS, INC. 401(K) PLAN |
HOUSTON TX |
| 769 |
| $15.4M |
| $68K |
| 4 | PATRIOT NATIONAL INC. PATRIOT NATIONAL INC. 401(K) EMPLOYEE SAVINGS PLAN | FORT LAUDERDALE FL | 3 | $7.3M | $23K |
| 5 | GLOBE UNION GROUP, INC. GLOBE UNION GROUP RETIREMENT & SAVINGS PLAN | WOODRIDGE IL | 133 | $17.5M | $12K |
