Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding FA SMALL CAP GR I Mutual fund in their Schedule of Assets, totaling $1.3M 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 | JAG - ONE INTERMEDIATE HOLDINGS JAG - ONE PHYSICAL THERAPY 401K PROFIT SHARING PLAN AND TRUST | BRIDGEWATER NJ | 1,956 | $31.9M | $581K |
| 2 | COMMUNITY BRIDGES, INC. COMMUNITY BRIDGES, INC. 401(K) PLAN | MESA AZ | 2,043 | $30.7M | $472K |
| 3 | LEDCOR CONTRACTORS GROUP, INC. |
SAN DIEGO CA |
| 975 |
| $63.9M |
| $287K |
