Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding E-Valuator Agg Growth RMS S Mutual Fund in their Schedule of Assets, totaling $29.8M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | DEWILD GRANT RECKERT & ASSOCIATES DEWILD GRANT RECKERT & ASSOCIATES 401(K) PROFIT SHARING PLAN | ROCK RAPIDS IA | 181 | $100.0M | $12.7M |
| 2 | SOUTH DAKOTA COUNCIL OF COMMUNITY BEHAVIORAL HEA SOUTH DAKOTA ASSOCIATIONS OF COMMUNITY-BASED HUMAN SERVICES RETIREMENT PLAN | PIERRE SD | 1,810 | $52.6M | $5.2M |
| 3 | RISK ADMINISTRATION SERVICES, INC. |
SIOUX FALLS SD |
| 211 |
| $41.1M |
| $3.2M |
| 4 | BIG STONE THERAPIES, INC. BIG STONE THERAPIES, INC. RETIREMENT PLAN | BIG STONE CITY SD | 579 | $23.0M | $2.8M |
| 5 | VANCO PAYMENT SOLUTIONS, INC. VANCO 401(K) PROFIT SHARING PLAN AND TRUST | ATLANTA GA | 214 | $19.7M | $2.3M |
| 6 | AQUARIUS WATER CONDITIONING AQUARIUS WATER CONDITIONING 401(K) PLAN | LITTLE CANADA MN | 265 | $8.5M | $1.8M |
| 7 | LEWIS & CLARK BEHAVIORAL HEALTH SERVICES, INC. LEWIS & CLARK BEHAVIORAL HEALTH SERVICES, INC. SAFE HARBOR 401(K) PLAN | YANKTON SD | 227 | $11.1M | $989K |
| 8 | BAY & BAY TRANSFER CO., INC. BAY & BAY RETIREMENT PLAN | EAGAN MN | 448 | $12.0M | $820K |
