Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Reliance Trust in their Schedule of Assets, totaling $60.6M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | CITGO PETROLEUM CORPORATION CITGO PETROLEUM CORPORATION DEFINED CONTRIBUTION MASTER TRUST | HOUSTON TX | — | $1.3B | $46.6M |
| 2 | APPLEONE, INC. THE ACT 1 GROUP OF COMPANIES 401(K) PLAN FOR STAFF EMPLOYEES | GLENDALE CA | 663 | $74.9M | $9.4M |
| 3 | APPLEONE, INC. |
GLENDALE CA |
| 572 |
| $32.6M |
| $2.3M |
| 4 | MAINE COMMUNITY BANCORP MAINE COMMUNITY BANCORP 401(K) RETIREMENT PLAN | BIDDEFORD ME | 154 | $28.6M | $1.8M |
| 5 | ONEPOINT HRO, LLC ONEPOINT HRO, LLC MULTIPLE EMPLOYER 401(K) PLAN | ENGLEWOOD CO | 2,151 | $44.9M | $424K |
| 6 | KILWINS QUALITY CONFECTIONS, LLC KILWINS QUALITY CONFECTIONS, LLC 401(K) & RETIREMENT PLAN | PETOSKEY MI | 136 | $9.6M | $32K |