Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding SOLTIS COLLECTIVE INVESTMENT TRUST SIA TARGET DATE 2040 CL 2 n/a in their Schedule of Assets, totaling $397K 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 | BEST VINYL FENCE & DECK, LLC BEST VINYL 401(K) RETIREMENT PLAN | LEHI UT | 78 | $4.9M | $397K |
