Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Freedom 2040 in their Schedule of Assets, totaling $16.0M 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 | SKECHERS USA, INC. SKECHERS USA, INC. 401(K) PROFIT SHARING PLAN | MANHATTAN BEACH CA | 10,693 | $237.0M | $9.8M |
| 2 | LOS ANGELES RAMS, LLC LOS ANGELES RAMS 401(K) PLAN | AGOURA HILLS CA | 349 | $39.8M | $4.3M |
| 3 | AJS SHARED SERVICES, LLC AJS SHARED SERVICES, LLC 401(K) PLAN |
WARREN NJ |
| 304 |
| $44.1M |
| $2.0M |
