Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Champlain Champlain Small Company Instl in their Schedule of Assets, totaling $12.5M 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 | TRUSTEES OF SHEET METAL LOCAL 10 SUPPLEMENTAL RETIREMENT FUND SHEET METAL LOCAL 10 SUPPLEMENTAL RETIREMENT FUND | MAPLEWOOD MN | 4,308 | $572.5M | $11.8M |
| 2 | THE CONFERENCE BOARD, INC. TAX-DEFERRED ANNUITY PROGRAM FOR EMPLOYEES OF THE CONFERENCE BOARD, INC. (U.S. STAFF MEMBERS) | NEW YORK NY | 261 | $63.0M | $470K |
| 3 |
NEW YORK NY |
| 255 |
| $25.0M |
| $229K |