Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding RetirePilot Mod Ret Fund R1 in their Schedule of Assets, totaling $16.8M 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 | NODAK INSURANCE COMPANY NODAK INSURANCE COMPANY 401(K) PROFIT SHARING PLAN | FARGO ND | 222 | $48.6M | $8.9M |
| 2 | PCI GAMING AUTHORITY PCI GAMING AUTHORITY 401(K) RETIREMENT PLAN | ATMORE AL | 7,712 | $184.2M | $4.0M |
| 3 | PROCEDE SOFTWARE LP PROCEDE SOFTWARE 401(K) PLAN |
SOLANA BEACH CA |
| 132 |
| $8.7M |
| $1.3M |
| 4 | NEKOOSA COATED PRODUCTS, LLC NEKOOSA RETIREMENT SAVINGS PLAN | NEKOOSA WI | 280 | $20.2M | $784K |
| 5 | RIVERSIDE MEDICAL CLINIC, INC. RIVERSIDE MEDICAL CLINIC, INC. 401(K) PROFIT-SHARING PLAN | RIVERSIDE CA | 198 | $134.7M | $709K |
| 6 | KARE PARTNERS BILLING & OPERATIONS, INC. COMPLEAT REHAB SERVICES 401(K) PLAN | GASTONIA NC | 340 | $5.0M | $552K |
| 7 | APPVION, LLC APPVION, LLC RETIREMENT SAVINGS PLAN | APPLETON WI | 307 | $76.3M | $429K |
| 8 | GATE 1, LTD. GATE 1, LTD. 401(K) PROFIT SHARING PLAN | FORT WASHINGTON PA | 427 | $16.6M | $135K |
