Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding Alta Trust Am1 International Equity Class 1 in their Schedule of Assets, totaling $15.9M 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 | ICAPITAL NETWORK, INC. ICAPITAL NETWORK, INC. 401(K) PLAN | NEW YORK NY | 1,268 | $85.4M | $9.4M |
| 2 | MOSAIC HEALTH SYSTEM MOSAIC HEALTH SYSTEM 401(K) RETIREMENT PLAN | ST. JOSEPH MO | 4,771 | $453.2M | $3.4M |
| 3 | SWOPE HEALTH SERVICES SWOPE HEALTH SERVICES RETIREMENT PLAN |
KANSAS CITY MO |
| 572 |
| $31.5M |
| $905K |
| 4 | PACKSIZE LLC PACKSIZE 401(K) PLAN | SALT LAKE CITY UT | 638 | $37.6M | $747K |
| 5 | PODIUM CORPORATION, INC. PODIUM 401(K) PLAN | LEHI UT | 591 | $34.0M | $641K |
| 6 | REAL FLOORS, INC. REAL FLOORS, INC. 401(K) PLAN | MARIETTA GA | 806 | $34.6M | $410K |
| 7 | ASCENDIS PHARMA, INC. ASCENDIS PHARMA 401(K) PLAN | PALO ALTO CA | 294 | $37.9M | $245K |
| 8 | JANE TECHNOLOGIES INC. JANE TECHNOLOGIES 401(K) PLAN | SANTA CRUZ CA | 153 | $6.1M | $66K |
| 9 | ARLO G. LOTT TRUCKING, INC. ARLO G. LOTT TRUCKING, INC. 401(K) PLAN | JEROME ID | 139 | $3.5M | $58K |
| 10 | IGPS LOGISTICS LLC IGPS LOGISTICS LLC 401(K) PLAN | ORLANDO FL | 212 | $10.5M | $34K |
