Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding WisdomTree MidCap Dividend ETF Pooled separate account in their Schedule of Assets, totaling $321K 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 | ANIMAL EMERGENCY & REFERRAL CENTER OF MINNESOTA ANIMAL EMERGENCY & REFERRAL CENTER OF MINNESOTA 401(K) PROFIT SHARING PLAN AND TRUST | OAKDALE MN | 275 | $18.1M | $124K |
| 2 | SCOTT D BORAS SCOTT D BORAS INC 401K PROFIT SHARING PLAN | NEWPORT BEACH CA | 125 | $16.7M | $72K |
| 3 | 4LEAF, INC. |
PLEASANTON CA |
| 412 |
| $18.0M |
| $42K |
| 4 | KYMANOX CORPORATION KYMANOX CORPORATION 401(K) PLAN | MORRISVILLE NC | 197 | $19.6M | $38K |
| 5 | CONTAINER SUPPLY COMPANY CONTAINER SUPPLY COMPANY 401(K) PROFIT SHARING PLAN | GARDEN GROVE CA | 86 | $15.8M | $30K |
| 6 | ROYAL HOLDCO CORPORATION RMA COMPANIES 401(K) PLAN | RANCHO CUCAMONGA CA | 389 | $17.1M | $15K |
