Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Equity Mutual Funds * SEI Private Trust Company Extended Market Index A Fund in their Schedule of Assets, totaling $930K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | CARLISLE LLC RETIREMENT PLAN FOR EMPLOYEES OF CARLISLE LLC | SCOTTSDALE AZ | 203 | $58.2M | $930K |
