Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Valenta Capital Management Valenta Capital Mgmt Conservative Growth in their Schedule of Assets, totaling $134K 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 | AFFINAQUEST TECHNOLOGIES, LLC AFFINAQUEST TECHNOLOGIES, LLC 401(K) PROFIT SHARING PLAN | RESTON VA | 87 | $6.6M | $134K |
