Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Reliance Advisory Trust Small/Mid Cap Stock Common collective trust 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 | EARTH SYSTEMS, INC. EARTH SYSTEMS, INC. 401(K) PLAN | SAN LUIS OBISPO CA | 106 | $23.0M | $1.0M |
