Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding 1a. Is the pooled plan provider currently in compliance with the requirements X Yes in their Schedule of Assets, totaling $8K 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 | TRG FIDUCIARY SERVICES, LLC FLEXIBLE 401(K) POOLED EMPLOYER PLAN | PITTSBURGH PA | 744 | $24.7M | $3K |
| 2 | TRGF, INC. BLUE HORIZONS POOLED EMPLOYER PLAN | LAKEWOOD RANCH FL | 540 | $16.5M | $3K |
| 3 | TRGF, INC. BLUESTAR BKS POOLED EMPLOYER PLAN |
| 335 |
| $3.6M |
| $3K |
