Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Seafarer Overseas Growth and Income Fund in their Schedule of Assets, totaling $4.8M 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 | RUDER WARE, L.L.S.C. RUDER WARE, L.L.S.C. 401(K) PROFIT SHARING PLAN | WAUSAU WI | 96 | $58.5M | $2.3M |
| 2 | WAUSAU COATED PRODUCTS, INC. WAUSAU COATED PRODUCTS, INC. 401(K) PLAN | WAUSAU WI | 342 | $35.7M | $1.1M |
| 3 | SMS GROUP INC. SMS GROUP 401(K) SAVINGS PLAN |
PITTSBURGH PA |
| 1,171 |
| $167.0M |
| $741K |
| 4 | GAME CREEK VIDEO, LLC GAME CREEK VIDEO 401(K) PLAN | HUDSON NH | 304 | $27.3M | $372K |
| 5 | SHAPE CORP BIOSOLUTIONS, LLC THE SHAPE FAMILY OF COMPANIES RETIREMENT PLAN | GRAND HAVEN MI | 2,279 | $180.3M | $350K |
