Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding E-Valuator Conserv RMS S Mutual Fund in their Schedule of Assets, totaling $6.8M 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 | SOUTH DAKOTA COUNCIL OF COMMUNITY BEHAVIORAL HEA SOUTH DAKOTA ASSOCIATIONS OF COMMUNITY-BASED HUMAN SERVICES RETIREMENT PLAN | PIERRE SD | 1,810 | $52.6M | $2.9M |
| 2 | LEWIS & CLARK BEHAVIORAL HEALTH SERVICES, INC. LEWIS & CLARK BEHAVIORAL HEALTH SERVICES, INC. SAFE HARBOR 401(K) PLAN | YANKTON SD | 227 | $11.1M | $1.1M |
| 3 |
SIOUX FALLS SD |
| 143 |
| $13.5M |
| $769K |
| 4 | DEWILD GRANT RECKERT & ASSOCIATES DEWILD GRANT RECKERT & ASSOCIATES 401(K) PROFIT SHARING PLAN | ROCK RAPIDS IA | 181 | $100.0M | $703K |
| 5 | BAY & BAY TRANSFER CO., INC. BAY & BAY RETIREMENT PLAN | EAGAN MN | 448 | $12.0M | $510K |
| 6 | RISK ADMINISTRATION SERVICES, INC. RAS 401(K) PLAN | SIOUX FALLS SD | 211 | $41.1M | $333K |
| 7 | VANCO PAYMENT SOLUTIONS, INC. VANCO 401(K) PROFIT SHARING PLAN AND TRUST | ATLANTA GA | 214 | $19.7M | $294K |
| 8 | WOODHARBOR MOLDING & MILLWORKS, INC. WOODHARBOR 401(K) RETIREMENT PLAN | MASON CITY IA | 115 | $9.1M | $193K |
