Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Glenmede Small Cap Equity Advantage Mutual fund in their Schedule of Assets, totaling $3.7M 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 | TRUSTMARK SERVICES COMPANY TRUSTMARK SERVICES COMPANY INVESTMENT AND SAVINGS PLAN | LAKE FOREST IL | 851 | $307.3M | $2.8M |
| 2 | HEALTH FITNESS CORPORATION HEALTH FITNESS CORPORATION 401(K) SAVINGS PLAN | LAKE FOREST IL | 1,109 | $79.7M | $913K |
