Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Emerald Growth Inst Fund in their Schedule of Assets, totaling $4.5M 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 | QUAKER WINDOW PRODUCTS CO QUAKER WINDOW PRODUCTS CO. 401(K) PROFIT SHARING PLAN & TRUST | FREEBURG MO | 1,216 | $46.1M | $1.7M |
| 2 | THOMPSON MOTOR GROUP, INC. THE THOMPSON ORGANIZATION 401(K) INCENTIVE SAVINGS PLAN | DOYLESTOWN PA | 447 | $57.2M | $1.6M |
| 3 | THE HOUSTONIAN CAMPUS, LLC |
HOUSTON TX |
| 591 |
| $53.9M |
| $846K |
| 4 | HOMEBRIDGE FINANCIAL SERVICES HOMEBRIDGE FINANCIAL SERVICES 401(K) PLAN & TRUST | ISELIN NJ | 312 | $66.6M | $293K |
