Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding RetirePilot Mod 2065 Fund R1 in their Schedule of Assets, totaling $25.6M 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 | PCI GAMING AUTHORITY PCI GAMING AUTHORITY 401(K) RETIREMENT PLAN | ATMORE AL | 7,712 | $184.2M | $19.4M |
| 2 | GATE 1, LTD. GATE 1, LTD. 401(K) PROFIT SHARING PLAN | FORT WASHINGTON PA | 427 | $16.6M | $3.6M |
| 3 | APPVION, LLC APPVION, LLC RETIREMENT SAVINGS PLAN |
APPLETON WI |
| 307 |
| $76.3M |
| $1.2M |
| 4 | RIVERSIDE MEDICAL CLINIC, INC. RIVERSIDE MEDICAL CLINIC, INC. 401(K) PROFIT-SHARING PLAN | RIVERSIDE CA | 198 | $134.7M | $1.1M |
| 5 | NEKOOSA COATED PRODUCTS, LLC NEKOOSA RETIREMENT SAVINGS PLAN | NEKOOSA WI | 280 | $20.2M | $255K |
| 6 | PROCEDE SOFTWARE LP PROCEDE SOFTWARE 401(K) PLAN | SOLANA BEACH CA | 132 | $8.7M | $49K |
| 7 | NODAK INSURANCE COMPANY NODAK INSURANCE COMPANY 401(K) PROFIT SHARING PLAN | FARGO ND | 222 | $48.6M | $25K |
| 8 | WELLBE SENIOR MEDICAL, LLC WELLBE SENIOR MEDICAL 401(K) PLAN | CHICAGO IL | 722 | $14.7M | $19K |
| 9 | KARE PARTNERS BILLING & OPERATIONS, INC. COMPLEAT REHAB SERVICES 401(K) PLAN | GASTONIA NC | 340 | $5.0M | $8K |
