Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding U.S. Global Investors U.S. Global Investors Gold and Precious Metals Fund in their Schedule of Assets, totaling $370K 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 | CTG, LLC CLEANING TECHNOLOGIES GROUP, LLC 401(K) PROFIT SHARING RETIREMENT PLAN | CINCINNATI OH | 175 | $21.0M | $370K |
