Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding American Trust Company Dynamic Moderately Conservative Fund in their Schedule of Assets, totaling $122K 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 | LEEPFROG TECHNOLOGIES, INC. LEEPFROG TECHNOLOGIES, INC. 401(K) PLAN | CORALVILLE IA | 139 | $13.9M | $122K |
