Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Edge Asset Management Edge Income R3 Fund - Equity in their Schedule of Assets, totaling $16K 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 | C.C. YOUNG MEMORIAL HOME C.C. YOUNG RETIREMENT PLAN | DALLAS TX | 630 | $4.9M | $16K |
