Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Freedom 2040 Fund Mutual fund in their Schedule of Assets, totaling $10.2M 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 | $3.6M |
| 2 | VISBY MEDICAL, INC. VISBY MEDICAL, INC. 401(K) P/S PLAN | SAN JOSE CA | 169 | $15.3M | $1.9M |
| 3 | ABODA, INC. ABODA, INC. 401(K) RETIREMENT PLAN |
WOODINVILLE WA |
| 192 |
| $8.7M |
| $1.4M |
| 4 | KEMPER DEVELOPMENT COMPANY RETIREMENT SAVINGS PLAN - KDC | BELLEVUE WA | 262 | $35.2M | $1.1M |
| 5 | XENON ARC, INC. XENON ARC, INC. 401(K) RETIREMENT PLAN | BELLEVUE WA | 140 | $7.7M | $450K |
| 6 | JIM N NICKS MANAGEMENT LLC JIM N NICKS 401(K) PLAN | BIRMINGHAM AL | 5,739 | $7.7M | $414K |
| 7 | BRAUN NORTHWEST, INC. BRAUN NORTHWEST, INC. 401(K) PLAN | CHEHALIS WA | 188 | $12.1M | $396K |
| 8 | PIGGLY WIGGLY ALABAMA DISTRIBUTING CO., INC. PIGGLY WIGGLY ALABAMA DISTRIBUTING CO., INC. 401(K) SAVINGS PLAN | BESSEMER AL | 482 | $35.2M | $375K |
| 9 | E3 CO RESTAURANT GROUP E3 CO PROFIT SHARING AND SALARY DEFERRAL PLAN | SEATTLE WA | 260 | $10.4M | $366K |
| 10 | FLIPCHIP INTERNATIONAL, LLC FLIPCHIP INTERNATIONAL, LLC 401(K) PLAN | PHOENIX AZ | 5 | $3.0M | $35K |
