Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Arga Emerging Markets Value Fund in their Schedule of Assets, totaling $8.3M 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 | UL LLC THE RETIREMENT INCOME PLAN FOR EMPLOYEES OF UL LLC | NORTHBROOK IL | 679 | $261.7M | $6.5M |
| 2 | TRUST POINT INC TRUST POINT INC 401(K) PROFIT SHARING PLAN | LA CROSSE WI | 97 | $44.9M | $933K |
| 3 | LEADCAR SYSTEMS, INC. LEADCAR 401(K) PLAN |
PRAIRIE DU SAC WI |
| 260 |
| $19.1M |
| $344K |
| 4 | COULEE BANK COULEE BANK SALARY SAVINGS PLAN | LA CROSSE WI | 81 | $13.6M | $290K |
| 5 | DAIRY STATE BANK DAIRY STATE BANK RETIREMENT SAVINGS PLAN | RICE LAKE WI | 92 | $13.3M | $194K |