Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Tactical Dividend and Momentum Fund Class I in their Schedule of Assets, totaling $169K 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 | TM3 SYSTEMS INC TM3 SYSTEMS INC 401(K) PROFIT SHARING PLAN & TRUST | TRUMBULL CT | 167 | $9.1M | $169K |
