Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Retirement Track Moderate 2065 Fund Pooled Separate Account in their Schedule of Assets, totaling $21K 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 | HIXSON METAL FINISHING HMF 401(K) PLAN | NEWPORT BEACH CA | 108 | $4.0M | $21K |
