Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding intellicents Moderately Aggressive CIF in their Schedule of Assets, totaling $15.9M 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 | CTOS, LLC CTOS, LLC 401(K) PLAN | KANSAS CITY MO | 2,397 | $128.7M | $9.6M |
| 2 | CORNERSTONE AUTO GROUP, LLC CORNERSTONE AUTO GROUP, LLC 401(K) PLAN | ELK RIVER MN | 307 | $16.6M | $4.9M |
| 3 | COOPERATIVE PRODUCERS, INC UBG 401(K) - CPI | HASTINGS |
| 382 |
| $6.4M |
| $1.0M |
| 4 | CAPITOL FEDERAL FINANCIAL, INC. CAPITOL FEDERAL 401(K) PLAN | TOPEKA KS | 569 | $31.0M | $501K |
