Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Ridgeworth in their Schedule of Assets, totaling $2.0M 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 | RUFFALO NOEL LEVITZ RUFFALO NOEL LEVITZ 401(K) PLAN | CEDAR RAPIDS IA | 350 | $54.6M | $2.0M |
| 2 | WILLAMETTE FAMILY, INC. WILLAMETTE FAMILY, INC. 403B RETIREMENT PLAN | EUGENE OR | 237 | $2.7M | $3K |