Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Capital Dynamics Generation VIII - US Mid-Market in their Schedule of Assets, totaling $1.5M 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 | CMFG LIFE INSURANCE COMPANY CMFG LIFE INSURANCE COMPANY NON-REPRESENTED PLAN QUALIFIED TRUST | MADISON WI | — | $1.7B | $1.1M |
| 2 | CMFG LIFE INSURANCE COMPANY CMFG LIFE INSURANCE COMPANY REPRESENTED PLAN QUALIFIED TRUST | MADISON WI | — | $409.8M | $365K |
