Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Disciplined Gro Mid Cap Gro Pooled Separate Account in their Schedule of Assets, totaling $19.5M 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 | GERTEN GREENHOUSES & GARDEN CENTER, INC. GERTENS FAMILY OF BUSINESSES RETIREMENT PLAN | INVER GROVE HEIGHTS MN | 284 | $46.8M | $6.5M |
| 2 | SLUMBERLAND, INC. SLUMBERLAND, INC. SALARY SAVINGS PLAN | OAKDALE MN | 538 | $69.9M | $5.0M |
| 3 | VOMELA SPECIALTY COMPANY VOMELA SPECIALTY COMPANY 401(K) PROFIT SHARING PLAN |
SAINT PAUL MN |
| 1,268 |
| $76.5M |
| $3.7M |
| 4 | SACRAMENTO BASKETBALL HOLDINGS SACRAMENTO BASKETBALL HOLDINGS RETIREMENT PLAN | SACRAMENTO CA | 609 | $44.3M | $3.2M |
| 5 | GUARANTY BANK & TRUST COMPANY GUARANTY BANK & TRUST OF BELZONI, MS 401(K) PLAN | BELZONI MS | 489 | $44.0M | $1.1M |
