Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding CONGRESS MID CAP GR FD INST in their Schedule of Assets, totaling $2.3M 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 | PCH HOTELS AND RESORTS, INC. PCH HOTELS AND RESORTS, INC. 401(K) PLAN | MOBILE AL | 1,342 | $28.3M | $2.2M |
| 2 | THELEN, INC. THELEN INC. 401K PLAN | BAY CITY MI | 138 | $10.6M | $44K |
| 3 | CURIOUS PLOT, LLC CURIOUS PLOT, LLC 401(K) PLAN |
| 97 |
| $8.7M |
| $33K |
