Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Steward Global Equity Income Registered Investment Company (Mutual Fund) in their Schedule of Assets, totaling $311K 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 | JJF MANAGEMENT SERVICES INC. JJF MANAGEMENT SERVICES INC. 401K PLAN | ROCKVILLE MD | 1,677 | $65.5M | $311K |
