Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Emerald Emerald Growth Fund Institutional Class in their Schedule of Assets, totaling $5.8M 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 | LESTER E. COX MEDICAL CENTERS COXHEALTH 401(K) PLAN | SPRINGFIELD MO | 232 | $183.0M | $5.3M |
| 2 | BRAIN CORPORATION BRAIN CORPORATION 401K PLAN | SAN DIEGO CA | 241 | $29.0M | $439K |
