Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Wisdomtree Floating Rate Treasury Fund in their Schedule of Assets, totaling $5.0M 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 | TRUSTEES OF ALLIED WORKERS UNION LOCAL NO 3 PENSION PLAN SALES DIVISIO LIQUOR AND ALLIED WORKERS LOCAL NO. 3 PENSION FUND SALESMEN DIVISION | RIVER FOREST IL | 1,170 | $162.5M | $4.5M |
| 2 | ALPINE BANKS OF COLORADO ALPINE BANKS OF COLORADO EMPLOYEE STOCK OWNERSHIP PLAN AND 401(K) | GLENWOOD SPRINGS CO | 748 | $160.9M | $206K |
| 3 |
GRIMES IA |
| 110 |
| $32.0M |
| $201K |
| 4 | HEAT AND FROST INSULATORS ST. LOUIS WELFARE FUND TRUSTEES HEAT AND FROST INSULATORS ST. LOUIS WELFARE FUND | EARTH CITY MO | 363 | $16.4M | $151K |
