Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding EQUITY OVERLAY FUND, LLC HEDGE FUNDS in their Schedule of Assets, totaling $36.7M 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 | H.E.BUTT GROCERY COMPANY H-E-B SAVINGS & RETIREMENT PLAN | SAN ANTONIO TX | 113,055 | $4.3B | $36.7M |
