Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding COL SM CAP GRTH I3 Mutual fund in their Schedule of Assets, totaling $264K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | SPUR REPLY, LLC SPUR REPLY, LLC RETIREMENT PLAN | BELLEVUE WA | 206 | $24.1M | $229K |
| 2 | MIDDLESEX SCHOOL MIDDLESEX SCHOOL PENSION ACCOUNT | CONCORD MA | 158 | $17.9M | $35K |
