Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Global X Russell 2000 CVRED Call ETF Registered investment company in their Schedule of Assets, totaling $354K 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 | BOARD OF TRUSTEES - SHEET METAL WORKERS LOCAL 219 R.S.P. SHEET METAL WORKERS LOCAL 219 RETIREMENT SAVINGS FUND | ROCKFORD IL | 964 | $209.7M | $354K |
