Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Disciplined Growth Mid Cap Growth Pooled Separate Account in their Schedule of Assets, totaling $14.8M 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 | OKLAND MANAGEMENT CORPORATION OKLAND 401(K) PROFIT SHARING PLAN | SALT LAKE CITY UT | 1,115 | $147.3M | $12.2M |
| 2 | EUROPA EYEWEAR CORPORATION EUROPA EYEWEAR CORPORATION RETIREMENT SAVINGS PLAN | VERNON HILLS IL | 164 | $17.9M | $1.8M |
| 3 | ALPHA VIDEO AND AUDIO, INC. ALPHA SAVINGS PLAN |
EDEN PRAIRIE MN |
| 111 |
| $12.3M |
| $796K |
| 4 | BARLEAN'S ORGANIC OILS, LLC BARLEAN'S ORGANIC OILS 401(K) PLAN | FERNDALE WA | 102 | $5.3M | $47K |
