Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding United Trust Funds Wealth Preservation Strategy Target Risk Moderate Collective trust fund in their Schedule of Assets, totaling $106.0M 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 | MILLIMAN MILLIMAN PROFIT SHARING AND RETIREMENT PLAN | SEATTLE WA | 3,598 | $2.1B | $106.0M |
