Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding White Oak Summit Fund Partnership in their Schedule of Assets, totaling $1.2M 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 | BOARD OF TRUSTEES - SHEET METAL WORKERS LOCAL 219 R.S.P. SHEET METAL WORKERS LOCAL 219 RETIREMENT SAVINGS FUND | ROCKFORD IL | 964 | $209.7M | $1.2M |
