Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Freedom Index 2030 Fund Mutual fund in their Schedule of Assets, totaling $2.7M 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 | GABRIELLA WHITE, LLC GABRIELLA WHITE, LLC 401(K) PLAN | PELHAM AL | 327 | $13.4M | $1.3M |
| 2 | THERMALEX, INC. THERMALEX, INC. 401(K) PLAN | MONTGOMERY AL | 118 | $4.4M | $720K |
| 3 | DOSTER CONSTRUCTION CO., INC. DOSTER CONSTRUCTION COMPANY, INC. RETIREMENT SAVINGS PLAN | BIRMINGHAM AL | 267 | $26.1M | $645K |
