Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Reliance Advisory Trust Portfolios Investment Advisory Account 40 in their Schedule of Assets, totaling $12.2M 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 | CORVIAS CORPORATE SERVICES, LLC CORVIAS SAVINGS & RETIREMENT PLAN | WARWICK RI | 839 | $77.9M | $7.1M |
| 2 | H.F. LENZ COMPANY H.F. LENZ COMPANY 401(K) AND PROFIT SHARING PLAN | JOHNSTOWN PA | 196 | $55.9M | $5.1M |
