Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Manning & Napier Pro-Blend Mod Term S Mutual fund in their Schedule of Assets, totaling $1.7M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | CDS LIFE TRANSITIONS CDS LIFE TRANSITIONS 403(B) PLAN | WEBSTER NY | 820 | $13.8M | $1.6M |
| 2 | WORKFORCE ESSENTIALS, INC. WORKFORCE ESSENTIALS, INC. TSA RETIREMENT PLAN | CLARKSVILLE TN | 157 | $4.6M | $197K |
