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 Mutual fund in their Schedule of Assets, totaling $5.5M 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 | TUFTS MEDICINE, INC. TUFTS MEDICINE, INC. 403(B) RETIREMENT PLAN | BURLINGTON MA | 11,129 | $991.9M | $4.2M |
| 2 | GREENBERG GLUSKER FIELDS CLAMAN & MACHTINGER, LLP GREENBERG GLUSKER FIELDS CLAMAN & MACHTINGER, LLP PROFIT SHARING 401(K) PLAN FOR PARTNERS AND STAFF | LOS ANGELES CA | 159 | $131.1M | $652K |
| 3 | TUFTS MEDICINE, INC. |
MEDFORD MA |
| 1,315 |
| $178.7M |
| $480K |
| 4 | PAN COMMUNICATIONS, INC. PAN COMMUNICATIONS, INC. 401(K) PROFIT SHARING PLAN & TRUST | BOSTON MA | 191 | $21.0M | $120K |
| 5 | TRUE NORTH MANAGEMENT, LLC TRUENORTH 401K PLAN | BRECKSVILLE OH | 928 | $30.1M | $102K |
