Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding RETPILOT AMERI FDS 2050 CL R1 in their Schedule of Assets, totaling $4.7M 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 | TAKKION OPS MANAGEMENT LLC TAKKION OPS MANAGEMENT LLC 401(K) PLAN | EVANSVILLE WY | 1,621 | $26.0M | $3.4M |
| 2 | OLIVE AVENUE STAFFING, LLC KOLTER HOSPITALITY 401(K) PLAN | DELRAY BEACH FL | 822 | $7.1M | $1.1M |
| 3 | HYSPECO, INC. HYSPECO, INC. 401(K) PLAN |
WICHITA KS |
| 167 |
| $9.2M |
| $160K |
| 4 | THE GREENERY, INC. THE GREENERY EMPLOYEE STOCK OWNERSHIP AND 401(K) PLAN | HILTON HEAD SC | 421 | $45.3M | $43K |