Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Reliance Advisory Trust INVIE Common collective fund N/A in their Schedule of Assets, totaling $1.0M 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 | SECURITY STATE BANK; SECURITY STATE MORTGAGE COMPANY SECURITY STATE BANK RETIREMENT AND 401(K) SAVINGS PLAN AND TRUST | CENTRALIA WA | 90 | $13.1M | $460K |
| 2 | SECURITY STATE CORPORATION SECURITY STATE BANK RETIREMENT AND 401(K) SAVINGS PLAN AND TRUST | CENTRALIA WA | 78 | $11.2M | $357K |
| 3 | WASHINGTON OUTPATIENT SURGERY CENTER |
FREMONT CA |
| 82 |
| $8.8M |
| $216K |
