Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Conservative Allocation Fund in their Schedule of Assets, totaling $729K 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 | GRODEN CENTER, INC. THE GRODEN CENTER, INC. 401(K) PROFIT SHARING PLAN | PROVIDENCE RI | 632 | $18.8M | $454K |
| 2 | EASTERN LOS ANGELES REGIONAL CENTER FOR THE DEVELOPMENTALLY DISABLED TAX DEFERRED ANNUITY PLAN OF EASTERN LOS ANGELES REGIONAL CENTER FOR THE DEVELOPMENTALLY DISABLED, INC. | ALHAMBRA CA | 460 | $10.7M | $187K |
| 3 |
PROVIDENCE RI |
| 65 |
| $8.4M |
| $89K |
