Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Wisdomtree Floating Rate Exchange-traded fund in their Schedule of Assets, totaling $190K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | JAMES ALEXANDER CORPORATION JAMES ALEXANDER CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST | BLAIRSTOWN NJ | 110 | $6.3M | $144K |
| 2 | COLE PAPERS, INC. COLE PAPERS, INC. PROFIT SHARING PLAN | FARGO ND | 159 | $3.0M | $47K |
