Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Reliance Advisory Trust INVIE Collective Trust Fund in their Schedule of Assets, totaling $615K 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 | SPACE NEEDLE LLC SPACE NEEDLE RETIREMENT PLAN | SEATTLE WA | 178 | $16.4M | $615K |
