Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding FID SM CAP DISCOVERY Registered investment companies in their Schedule of Assets, totaling $16.7M 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 | SUMMA HEALTH SUMMA HEALTH 403(B) RETIREMENT SAVINGS PLAN | AKRON OH | 4,479 | $855.2M | $7.2M |
| 2 | THE GEORGE WASHINGTON UNIVERSITY THE GEORGE WASHINGTON UNIVERSITY SUPPLEMENTAL RETIREMENT PLAN | ASHBURN VA | 8,147 | $1.6B | $5.3M |
| 3 | THE GEORGE WASHINGTON UNIVERSITY |
ASHBURN VA |
| 4,055 |
| $1.4B |
| $3.2M |
| 4 | SUMMA HEALTH SUMMA HEALTH 401(K) RETIREMENT SAVINGS PLAN | AKRON OH | 922 | $62.4M | $863K |
| 5 | HUGHES ENTERPRISES, INC. HUGHES ENTERPRISES, INC. 401(K) RETIREMENT PLAN | LOMBARD IL | 532 | $12.6M | $118K |
| 6 | JAN MARINI SKIN RESEARCH, INC. JAN MARINI SKIN RESEARCH, INC RETIREMENT PLAN | SAN JOSE CA | 149 | $15.5M | $54K |
