Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Emerald Growth Fund Institutional Class in their Schedule of Assets, totaling $2.7M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | ELMA ELECTRONIC INC. ELMA ELECTRONIC INC. SAVINGS PLAN | FREMONT CA | 302 | $64.5M | $2.5M |
| 2 | WILLIAM PENN BANK WILLIAM PENN BANK 401(K) RETIREMENT SAVINGS PLAN | BRISTOL PA | 93 | $11.3M | $209K |
