Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding EV FL RATE AND HI INC I in their Schedule of Assets, totaling $301K 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 | KENNETH COLE PRODUCTIONS, INC. KENNETH COLE PRODUCTIONS, INC. 401(K) PROFIT SHARING PLAN | NEW YORK NY | 42 | $34.0M | $160K |
| 2 | YAM MANAGEMENT, LLC YAM MANAGEMENT 401(K) PLAN | SCOTTSDALE AZ | 889 | $58.7M | $96K |
| 3 | VERREX LLC VERREX 401(K) SAVINGS/RETIREMENT PLAN & TRUST |
MOUNTAINSIDE NJ |
| 91 |
| $11.2M |
| $44K |
