Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Spectrum Moderate Allocation Fund Registered Investment Companies in their Schedule of Assets, totaling $273K 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 | NUWAY-K&H COOPERATIVE NUWAY-K&H COOPERATIVE 401(K) PLAN | TRIMONT MN | 142 | $18.8M | $273K |
