Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Cota Street Managed Equity Decumulation Fund Collective Trust Fund in their Schedule of Assets, totaling $42K 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 | NORCAL HARVESTING, LLC NORCAL HARVESTING, LLC 401(K) PLAN | SALINAS CA | 1,080 | $679K | $42K |
