Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Moderate Allocation Fund in their Schedule of Assets, totaling $2.0M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | GRODEN CENTER, INC. THE GRODEN CENTER, INC. 401(K) PROFIT SHARING PLAN | PROVIDENCE RI | 632 | $18.8M | $1.5M |
| 2 | GRODEN CENTER, INC. GRODEN CENTER, INC. TAX-DEFERRED ANNUITY PLAN | PROVIDENCE RI | 65 | $8.4M | $432K |
| 3 | EASTERN LOS ANGELES REGIONAL CENTER FOR THE DEVELOPMENTALLY DISABLED |
ALHAMBRA CA |
| 460 |
| $10.7M |
| $85K |
