Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding GQG Partners Emerging Markets Equity Fund Mutual fund in their Schedule of Assets, totaling $3.3M 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 | SPOKANE UNITED METHODIST HOMES, INC SPOKANE UNITED METHODIST HOMES, INC DEFINED BENEFIT PENSION PLAN | SPOKANE WA | 102 | $16.5M | $1.2M |
| 2 | BURO HAPPOLD CONSULTING ENGINEERS, INC. BURO HAPPOLD RETIREMENT PLAN | NEW YORK NY | 406 | $51.6M | $1.1M |
| 3 | SAXTON & STUMP, LLC |
LANCASTER PA |
| 155 |
| $21.5M |
| $288K |
| 4 | PIVOTAL ENTERPRISES, LLC PIVOTAL RETIREMENT PLAN | REDMOND WA | 257 | $42.1M | $193K |
| 5 | INTRUST FINANCIAL CORPORATION INTRUST 401(K) PLAN | WICHITA KS | 856 | $205.6M | $131K |
| 6 | AEGIS PROJECT CONTROLS CORP. AEGIS PROJECT CONTROLS 401(K) | SILVER SPRING MD | 151 | $11.5M | $129K |
| 7 | NAVY-MARINE CORPS RELIEF SOCIETY NAVY-MARINE CORPS RELIEF SOCIETY 401(K) SAVINGS PLAN | ARLINGTON VA | 178 | $12.5M | $112K |
| 8 | SHORELIGHT, LLC SHORELIGHT RETIREMENT PLAN | BOSTON MA | 275 | $22.7M | $100K |
| 9 | PENDER EMS AND FIRE, INC. PENDER EMS AND FIRE, INC. RETIREMENT PENSION PLAN | BURGAW NC | 68 | $6.5M | $61K |
| 10 | DISQO, INC. THE DISQO 401(K) PLAN | GLENDALE CA | 194 | $10.5M | $49K |
