Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Retirement Advocate Moderately Conservative Fund Collective Trust Fund in their Schedule of Assets, totaling $205K 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 | DEXTER MAGNETIC HOLDINGS, LLC DEXTER MAGNETIC HOLDINGS, LLC 401(K) PLAN | ELK GROVE VILLAGE IL | 427 | $32.0M | $165K |
| 2 | ADVANTEK, LLC ADVANTEK, LLC 401(K) PLAN | EAU CLAIRE WI | 73 | $9.5M | $39K |
