Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Retirement Income Fund in their Schedule of Assets, totaling $300.9M 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 | FCA US LLC FCA US LLC DEFINED CONTRIBUTION PLAN MASTER TRUST | AUBURN HILLS MI | — | $10.1B | $151.9M |
| 2 | FCA US LLC FCA US LLC UAW SAVINGS PLAN | AUBURN HILLS MI | 39,946 | $5.2B | $74.6M |
| 3 | FCA US LLC FCA US LLC SALARIED EMPLOYEES' SAVINGS PLAN |
AUBURN HILLS MI |
| 13,523 |
| $5.1B |
| $74.2M |
| 4 | GRODEN CENTER, INC. THE GRODEN CENTER, INC. 401(K) PROFIT SHARING PLAN | PROVIDENCE RI | 632 | $18.8M | $205K |
| 5 | EASTERN LOS ANGELES REGIONAL CENTER FOR THE DEVELOPMENTALLY DISABLED TAX DEFERRED ANNUITY PLAN OF EASTERN LOS ANGELES REGIONAL CENTER FOR THE DEVELOPMENTALLY DISABLED, INC. | ALHAMBRA CA | 460 | $10.7M | $9K |
| 6 | CENTRAL STATE COMMUNITY SERVIC 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF CENTRAL STATE COMMUNITY SERVICES OKLAHOMA, INC. | TULSA OK | 149 | $1.3M | $4K |
| 7 | GRODEN CENTER, INC. GRODEN CENTER, INC. TAX-DEFERRED ANNUITY PLAN | PROVIDENCE RI | 65 | $8.4M | $2K |
