Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Cba Sm Cap Gr Is Mutual Fund in their Schedule of Assets, totaling $1.7M 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 | CRISPR THERAPEUTICS, INC. CRISPR THERAPEUTICS 401(K) RETIREMENT PLAN | BOSTON MA | 398 | $66.7M | $762K |
| 2 | GRAY REED & MCGRAW LLP GRAY REED PROFIT SHARING PLAN | HOUSTON TX | 162 | $54.1M | $521K |
| 3 | RUSSELL GROUP INC RUSSELL GROUP 401(K) SAVINGS PLAN |
DAVENPORT IA |
| 232 |
| $30.9M |
| $175K |
| 4 | GRAY REED & MCGRAW LLP GRAY REED & MCGRAW LLP ATTORNEYS' 401(K) PLAN | HOUSTON TX | 113 | $24.1M | $170K |
| 5 | CINERGY ENTERTAINMENT GROUP, INC. CINERGY ENTERTAINMENT GROUP 401(K) PLAN | DALLAS TX | 311 | $4.7M | $15K |
| 6 | KNOXVILLE ZOOLOGICAL GARDENS, INC. KNOXVILLE ZOOLOGICAL GARDENS, INC. 401(K) PLAN | KNOXVILLE TN | 153 | $4.7M | $7K |
