Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Moderate Allocation Fund Pooled separate account in their Schedule of Assets, totaling $259K 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 | PARC, INC. 403(B) THRIFT PLAN FOR EMPLOYEES OF PARC, INC. | ST PETERSBURG FL | 344 | $3.9M | $194K |
| 2 | FLORIDA WEST COAST SYMPHONY, INC. D/B/A SARASOTA ORCHESTRA 403(B) THRIFT PLAN FOR EMPLOYEES OF FLORIDA WEST COAST SYMPHONY, INC. D/B/A SARASOTA ORCHESTRA | SARASOTA FL | 191 | $10.3M | $61K |
| 3 | NAVAJO ENGINEERING AND CONSTRUCTION AUTHORITY |
SHIPROCK NM |
| 315 |
| $20.0M |
| $4K |
