Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding AmeriServ Trust & Financial Services Co. Pathroad Balanced Growth and Income in their Schedule of Assets, totaling $311K 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 | SMITH TRANSPORT, INC. PROFIT SHARIN SMITH TRANSPORT , INC. PROFIT SHARING PLAN | ROARING SPRINGS PA | 990 | $91.4M | $311K |
