Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Freedom Income Fund* in their Schedule of Assets, totaling $3.8M 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 | COLLEGE OF AMERICAN PATHOLOGISTS COLLEGE OF AMERICAN PATHOLOGISTS EMPLOYEE'S RETIREMENT AND 401(K) PLAN | NORTHFIELD IL | 764 | $300.1M | $2.1M |
| 2 | SKYWORKS SOLUTIONS, INC. SKYWORKS SOLUTIONS SAVINGS AND RETIREMENT 401(K) PLAN | WOBURN MA | 2,480 | $852.5M | $1.6M |
| 3 | WILLIAM BARNET & SON, LLC |
SPARTANBURG SC |
| 219 |
| $21.8M |
| $98K |
