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.
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| # | 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 NJ | 56 | $4.7M | $87K |
| 4 | ADVISORTRUST, INC. 401(K) SIMPLIFIED | SIOUX FALLS SD | 543 | $18.9M | $32K |
