Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Emerald Growth Fund in their Schedule of Assets, totaling $12.8M 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 | LEXICON MANAGEMENT GROUP, INC. LEXICON 401(K) PLAN | LITTLE ROCK AR | 2,463 | $82.5M | $5.5M |
| 2 | VCC BUILD RETIREMENT PLAN | LITTLE ROCK AR | 578 | $80.7M | $2.5M |
| 3 | KIMRAY, INC. KIMRAY, INC. 401K PROFIT SHARING PLAN | OKLAHOMA CITY OK |
| 654 |
| $100.1M |
| $1.6M |
| 4 | CLARION EVENTS, INC. CLARION EVENTS, INC. 401(K) PLAN | TULSA OK | 297 | $37.0M | $1.5M |
| 5 | PREMIER CUSTOM-BUILT, INC. PREMIER CUSTOM-BUILT, INC. 401(K) PROFIT SHARING PLAN | NEW HOLLAND PA | 126 | $18.2M | $1.3M |
| 6 | ALLHEALTH NETWORK ALLHEALTH NETWORK EMPLOYEES RETIREMENT PLAN | ENGLEWOOD CO | 651 | $27.4M | $198K |
| 7 | TOKUSEN U.S.A., INC. TOKUSEN USA, INC. EMPLOYEE RETIREMENT SAVINGS PLAN | CONWAY AR | 352 | $27.0M | $159K |
| 8 | MVHS, INC. MVHS, INC. 403(B) PLAN | UTICA NY | 3,562 | $196.6M | $85K |
