Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 44 retirement plans report an interest in this investment, totaling $18.4M in reported end-of-year interest. Plans are ranked by reported interest.
Reported on Schedule D under 4 name variants: Massmutual Small CAP Opps A, Massmutual Small CAP Opps I, Massmutual Small CAP Opps, Massmutual Small CAP Opps SVC. Counts combine all variants of the same investment.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | STS OPERATING, INC. SUNSOURCE SAVINGS AND INVESTMENT PLAN | ADDISON IL | 1,124 | $167.5M | $6.9M |
| 2 | BOARD OF TRUSTEES ANNUITY FUND IBEW LOCAL 96 ANNUITY PLAN IBEW LOCAL 96 | WALLINGFORD CT | 730 | $103.2M | $1.4M |
| 3 | KING KULLEN GROCERY CO., INC. RETIREMENT PLAN FOR EMPLOYEES OF KING KULLEN | HAUPPAUGE NY | 92 | $66.4M | $1.3M |
| 4 | TRI-STATE TRUCK CENTER, INC. THE TRI-STATE TRUCK CENTER, INC. 401(K) RETIREMENT PLAN | MEMPHIS TN | 310 | $34.1M | $1.0M |
| 5 | WYCKOFF HEIGHTS MEDICAL CENTER THE SAVINGS PLAN FOR EMPLOYEES OF WYCKOFF HEIGHTS MEDICAL CENTER | BROOKLYN NY | 509 | $33.7M | $877K |
| 6 | HOSPITAL CENTRAL SERVICES COOPERATIVE, INC. HOSPITAL CENTRAL SERVICES COOPERATIVE, INC. PENSION PLAN | ALLENTOWN PA | 128 | $12.6M | $870K |
| 7 | LEE MANAGEMENT COMPANY LEE MANAGEMENT COMPANY 401(K) PROFIT SHARING | AUBURN ME | 349 | $34.4M | $631K |
| 8 | WARRIOR INVICTUS HOLDING COMPANY, INC. WARRIOR INVICTUS HOLDING COMPANY INC 401K PROFIT SHARING PLAN | BEDFORD PARK IL | 494 | $30.3M | $605K |
| 9 | E.K. MACHINE COMPANY, INC. E.K. MACHINE COMPANY, INC. RETIREMENT SAVINGS PLAN | FALL RIVER WI | 165 | $14.8M | $563K |
| 10 | RIGIDPLY RAFTERS, INC. RIGIDPLY RAFTERS, INC. EMPLOYEE SAVINGS & RETIREMENT PLAN | RICHLAND PA | 194 | $27.3M | $369K |
