Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Disciplined Growth Small Cap Fund* Pooled separate account in their Schedule of Assets, totaling $23.6M 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 | POET BIOREFINING LLC POET 401(K) PLAN | SIOUX FALLS SD | 2,397 | $265.7M | $21.5M |
| 2 | ROEDERER ESTATE INC. ROEDERER USA RETIREMENT PLAN | OAKLAND CA | 136 | $39.8M | $2.1M |
