Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding E-Valuator Moderate RMS S Mutual Fund in their Schedule of Assets, totaling $31.6M 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 | $11.4M |
| 2 | DEWILD GRANT RECKERT & ASSOCIATES DEWILD GRANT RECKERT & ASSOCIATES 401(K) PROFIT SHARING PLAN | ROCK RAPIDS IA | 181 | $100.0M | $4.7M |
| 3 | BIG STONE THERAPIES, INC. |
BIG STONE CITY SD |
| 579 |
| $23.0M |
| $4.4M |
| 4 | LEWIS & CLARK BEHAVIORAL HEALTH SERVICES, INC. LEWIS & CLARK BEHAVIORAL HEALTH SERVICES, INC. SAFE HARBOR 401(K) PLAN | YANKTON SD | 227 | $11.1M | $2.2M |
| 5 | BAY & BAY TRANSFER CO., INC. BAY & BAY RETIREMENT PLAN | EAGAN MN | 448 | $12.0M | $2.1M |
| 6 | RISK ADMINISTRATION SERVICES, INC. RAS 401(K) PLAN | SIOUX FALLS SD | 211 | $41.1M | $2.0M |
| 7 | SCHULL CONSTRUCTION COMPANY SCHULL CONSTRUCTION CO. PROFIT SHARING PLAN WITH 401(K) FEATURE | SIOUX FALLS SD | 143 | $13.5M | $1.9M |
| 8 | AQUARIUS WATER CONDITIONING AQUARIUS WATER CONDITIONING 401(K) PLAN | LITTLE CANADA MN | 265 | $8.5M | $1.2M |
| 9 | VANCO PAYMENT SOLUTIONS, INC. VANCO 401(K) PROFIT SHARING PLAN AND TRUST | ATLANTA GA | 214 | $19.7M | $1.1M |
| 10 | NORTHLAND COUNSELING CENTER, INC. NORTHLAND COUNSELING CENTER, INC.403(B) PLAN | GRAND RAPIDS MN | 284 | $5.0M | $646K |
