Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding MyWayRetirement Index 2035 in their Schedule of Assets, totaling $4.0M 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 | TRELLANCE, INC. TRELLANCE, INC. 401(K) PROFIT SHARING PLAN | TAMPA FL | 137 | $18.6M | $2.3M |
| 2 | FIRETRON, INC. FIRETRON, INC. 401(K) PLAN | STAFFORD TX | 453 | $16.2M | $1.5M |
| 3 | PROVIDENT REALTY ADVISORS INC. PROVIDENT REALTY ADVISORS, INC. 401(K) SAVINGS PLAN |
DALLAS TX |
| 208 |
| $5.9M |
| $151K |
