Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Company Reliance Trust * American Funds New Perspective R5 Not Avaliable in their Schedule of Assets, totaling $286K 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 | FERGUSON CONSTRUCTION COMPANY FERGUSON CONSTRUCTION COMPANY 401(K) PLAN FOR OPERATIONS | SIDNEY OH | 228 | $13.5M | $286K |
