Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Freedom Index 2055 Fund Mutual fund in their Schedule of Assets, totaling $2.5M 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 | DOSTER CONSTRUCTION CO., INC. DOSTER CONSTRUCTION COMPANY, INC. RETIREMENT SAVINGS PLAN | BIRMINGHAM AL | 267 | $26.1M | $1.6M |
| 2 | GABRIELLA WHITE, LLC GABRIELLA WHITE, LLC 401(K) PLAN | PELHAM AL | 327 | $13.4M | $857K |
| 3 | THERMALEX, INC. THERMALEX, INC. 401(K) PLAN |
MONTGOMERY AL |
| 118 |
| $4.4M |
| $14K |
