Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Freedom Income Fund Mutual fund in their Schedule of Assets, totaling $54K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | 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 | $42K |
| 2 | XENON ARC, INC. XENON ARC, INC. 401(K) RETIREMENT PLAN | BELLEVUE WA | 140 | $7.7M | $7K |
| 3 | JIM N NICKS MANAGEMENT LLC JIM N NICKS 401(K) PLAN |
BIRMINGHAM AL |
| 5,739 |
| $7.7M |
| $2K |
| 4 | FLIPCHIP INTERNATIONAL, LLC FLIPCHIP INTERNATIONAL, LLC 401(K) PLAN | PHOENIX AZ | 5 | $3.0M | $2K |