Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Spectrum Moderate Growth Allocation Fund – I Mutual fund in their Schedule of Assets, totaling $2.4M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | J.W. SPEAKER CORPORATION J.W. SPEAKER CORPORATION 401 (K) PLAN | GERMANTOWN WI | 471 | $48.7M | $2.4M |
| 2 | TIMELY TELEHEALTH, LLC TIMELYCARE 401(K) PLAN | FORT WORTH TX | 222 | $6.4M | $23K |
