Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding E‐Valuator Moderate RMS Fund Mutual fund N/A in their Schedule of Assets, totaling $17.8M 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 | ASSOC. GENERAL CONTRACTORS OF SD, INC. BUILDING ASSOCIATED GENERAL CONTRACTORS OF SD 401(K) PROFIT SHARING PLAN | SIOUX FALLS SD | 1,328 | $84.1M | $9.0M |
| 2 | AGC OF SOUTH DAKOTA ASSOCIATED GENERAL CONTRACTORS OF SD 401(K) PROFIT SHARING PLAN | SIOUX FALLS SD | 1,873 | $96.0M | $8.5M |
| 3 | KEN'S SUPERMARKETS, INC. |
ABERDEEN SD |
| 130 |
| $3.6M |
| $270K |
