Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Alta Trust Am1 Portfolio Diversifiers Class 1 in their Schedule of Assets, totaling $2.1M 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 | MOSAIC HEALTH SYSTEM MOSAIC HEALTH SYSTEM 401(K) RETIREMENT PLAN | ST. JOSEPH MO | 4,771 | $453.2M | $1.1M |
| 2 | SWOPE HEALTH SERVICES SWOPE HEALTH SERVICES RETIREMENT PLAN | KANSAS CITY MO | 572 | $31.5M | $340K |
| 3 | PACKSIZE LLC PACKSIZE 401(K) PLAN |
SALT LAKE CITY UT |
| 638 |
| $37.6M |
| $231K |
| 4 | PODIUM CORPORATION, INC. PODIUM 401(K) PLAN | LEHI UT | 591 | $34.0M | $189K |
| 5 | REAL FLOORS, INC. REAL FLOORS, INC. 401(K) PLAN | MARIETTA GA | 806 | $34.6M | $134K |
| 6 | ASCENDIS PHARMA, INC. ASCENDIS PHARMA 401(K) PLAN | PALO ALTO CA | 294 | $37.9M | $84K |
| 7 | JANE TECHNOLOGIES INC. JANE TECHNOLOGIES 401(K) PLAN | SANTA CRUZ CA | 153 | $6.1M | $20K |
| 8 | ARLO G. LOTT TRUCKING, INC. ARLO G. LOTT TRUCKING, INC. 401(K) PLAN | JEROME ID | 139 | $3.5M | $19K |
| 9 | IGPS LOGISTICS LLC IGPS LOGISTICS LLC 401(K) PLAN | ORLANDO FL | 212 | $10.5M | $12K |
| 10 | LEADING SOLUTIONS LLC LEADING SOLUTIONS LLC 401(K) PROFIT SHARING PLAN AND TRUST | KISSIMMEE FL | 114 | $1.9M | $5K |
