Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Parametric Volatility Risk Premium Defense Fund in their Schedule of Assets, totaling $4.4M 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 | EXETER HEALTH RESOURCES, INC. EXETER HEALTH RESOURCES, INC. ACCOUNT BALANCE PENSION PLAN | EXETER NH | 1,279 | $115.4M | $3.0M |
| 2 | BOARD OF TRUSTEES - CHICAGO TILE INSTITUTE WELFARE FUND CHICAGO TILE INSTITUTE WELFARE FUND | ELMHURST IL | 597 | $52.1M | $1.4M |