Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Trutina Financial Trutina - Balanced Strategy Registered Investment Company in their Schedule of Assets, totaling $6.9M 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 | ZONAR SYSTEMS INC ZONAR SYSTEMS INC 401(K) PROFIT SHARING PLAN & TRUST | SEATTLE WA | 325 | $39.9M | $6.9M |
