Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Cota Street Managed Equity Decumulation Collective investment trust in their Schedule of Assets, totaling $1.2M 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 | SPERBER LANDSCAPE COMPANIES, LLC SPERBER LANDSCAPE COMPANIES AND SUBSIDIARIES 401(K) PLAN | WESTLAKE VILLAGE CA | 3,012 | $43.1M | $1.0M |
| 2 | TRALIANT OPERATING, LLC. TRALIANT OPERATING, LLC. 401(K) PLAN | SAN FRANCISCO CA | 134 | $6.8M | $162K |
