Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding FID SM CAP DISCOVERY in their Schedule of Assets, totaling $5.2M 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 | CROWLEY HOLDINGS INC. CROWLEY RETIREMENT INCOME SYSTEM PLAN RSA | JACKSONVILLE FL | 1,548 | $410.6M | $3.7M |
| 2 | THE INSTITUTE FOR APPLIED NETWORK SECURITY THE INSTITUTE FOR APPLIED NETWORK SECURITY 401(K) PLAN | BOSTON MA | 200 | $14.6M | $726K |
| 3 | CBC ACQUISITION, LLC DBA CITY BREWING CO., LLC |
LA CROSSE WI |
| 407 |
| $43.2M |
| $211K |
| 4 | LOYOLA UNIVERSITY OF CHICAGO ATTN BENEFITS DEPARTMENT LOYOLA UNIVERSITY CHICAGO DEFINED CONTRIBUTION RETIREMENT PLAN | CHICAGO IL | 2,890 | $1.2B | $210K |
| 5 | CBC ACQUISITION, LLC DBA CITY BREWING CO., LLC CITY BREWING COMPANY SALARIED 401(K) PLAN | LA CROSSE WI | 517 | $33.2M | $110K |
| 6 | CBC LATROBE ACQUISITION, LLC CBC U 401(K) PLAN | LACROSSE WI | 754 | $19.1M | $85K |
| 7 | CROWLEY MARITIME CORPORATION CROWLEY RETIREMENT INCOME SYSTEM PLAN - PUERTO RICO | JACKSONVILLE FL | 84 | $11.4M | $84K |
| 8 | HAMILTON COLLEGE HAMILTON COLLEGE 403(B) RETIREMENT PLAN | CLINTON NY | 772 | $351.8M | $53K |
| 9 | HAGAR RESTAURANT EQUIPMENT SERVICE, INC. HAGAR RESTAURANT EQUIPMENT SERVICE, INC. 401(K) PLAN | OKLAHOMA CITY OK | 177 | $14.2M | $33K |
