Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding CRM MID CAP VALUE INVESTOR in their Schedule of Assets, totaling $296K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | MERIDIAN CAPITAL GROUP, LLC MERIDIAN CAPITAL GROUP, LLC 401(K) PROFIT SHARING PLAN | NEW YORK NY | 263 | $19.9M | $296K |
