Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Modern Bank Deposit Account in their Schedule of Assets, totaling $767K 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 | TURNING POINT OF CENTRAL CALIFORNIA TPOCC 401(A) PLAN | VISALIA CA | 644 | $11.6M | $557K |
| 2 | AGILITY ROBOTICS, INC. AGILITY ROBOTICS 401(K) PLAN | SALEM OR | 201 | $14.5M | $92K |
| 3 | OM GROUP, INC. OM GROUP 401(K) PLAN | PISCATAWAY |
| 56 |
| $4.7M |
| $87K |
| 4 | ADVISORTRUST, INC. 401(K) SIMPLIFIED | SIOUX FALLS SD | 543 | $18.9M | $32K |
