Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding AMERCENT STRATALLO MODERATE -R in their Schedule of Assets, totaling $653K 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 | K9S FOR WARRIORS INC. K9S FOR WARRIORS | PONTE VEDRA FL | 209 | $1.9M | $569K |
| 2 | PRIDE STAR EMS PRIDE STAR EMS. 401K PLAN | LOWELL MA | 412 | $10.0M | $42K |
| 3 | FRONTIER TANK LINES FRONTIER TANK LINES 401(K) RETIREMENT SAVINGS PLAN |
| 181 |
| $6.6M |
| $14K |
| 4 | CENTER FOR SOCIAL CHANGE, INC. CENTER FOR SOCIAL CHANGE, INC. SAFE HARBOR 401(K) PLAN | ELKRIDGE MD | 270 | $4.3M | $12K |
| 5 | NAVIKA CAPITAL GROUP, LLC NAVIKA CAPITAL GROUP, LLC 401(K) PROFIT SHARING PLAN | UNIONDALE NY | 2,420 | $4.5M | $11K |
| 6 | SWANK TEK INC SWANK TEK INC 401(K) PLAN | NUTLEY NJ | 139 | $3.7M | $5K |
