Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Retirementtrack Mod Ret R1 Registered investment company in their Schedule of Assets, totaling $578K 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 | PHILLIPS/MAY CORPORATION PHILLIPS/MAY CORPORATION 401K PLAN | DALLAS TX | 87 | $12.5M | $578K |
