Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Freedom 2020 Fund Mutual fund in their Schedule of Assets, totaling $2.0M 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 | HIGH-PURITY SILICON AMERICA CORPORATION HIGH-PURITY SILICON AMERICA CORPORATION SAVINGS AND INVESTMENT PLAN | THEODORE AL | 146 | $59.5M | $980K |
| 2 | KEMPER DEVELOPMENT COMPANY RETIREMENT SAVINGS PLAN - KDC | BELLEVUE WA | 262 | $35.2M | $469K |
| 3 | PIGGLY WIGGLY ALABAMA DISTRIBUTING CO., INC. |
BESSEMER AL |
| 482 |
| $35.2M |
| $282K |
| 4 | BRAUN NORTHWEST, INC. BRAUN NORTHWEST, INC. 401(K) PLAN | CHEHALIS WA | 188 | $12.1M | $164K |
| 5 | VISBY MEDICAL, INC. VISBY MEDICAL, INC. 401(K) P/S PLAN | SAN JOSE CA | 169 | $15.3M | $48K |
| 6 | E3 CO RESTAURANT GROUP E3 CO PROFIT SHARING AND SALARY DEFERRAL PLAN | SEATTLE WA | 260 | $10.4M | $37K |
| 7 | JIM N NICKS MANAGEMENT LLC JIM N NICKS 401(K) PLAN | BIRMINGHAM AL | 5,739 | $7.7M | $33K |
| 8 | ABODA, INC. ABODA, INC. 401(K) RETIREMENT PLAN | WOODINVILLE WA | 192 | $8.7M | $28K |
