Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Emerald Emerald Growth Fund in their Schedule of Assets, totaling $4.8M 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 | HUDSON VALLEY CREDIT UNION HVCU 401(K) PLAN | POUGHKEEPSIE NY | 951 | $93.5M | $2.1M |
| 2 | US ELECTRICAL SERVICES, INC. U. S. ELECTRICAL SERVICES, INC. 401(K) PLAN | MIDDLETOWN CT | 1,467 | $156.6M | $1.4M |
| 3 | RAND GRAPHICS, INC. RAND GRAPHICS, INC. PROFIT SHARING RETIREMENT PLAN |
WICHITA KS |
| 104 |
| $14.2M |
| $1.0M |
| 4 | AMERICAS CAR MART, INC. AMERICA'S CAR MART, INC. 401(K) PLAN | ROGERS AR | 2,117 | $24.9M | $326K |