Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding GABELLI SMALL CAP GROWTH I in their Schedule of Assets, totaling $4.4M 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 | TRADITION AMERICA HOLDINGS, INC. TRADITION AMERICA HOLDINGS, INC. 401(K) PLAN | NEW YORK NY | 455 | $207.5M | $3.5M |
| 2 | NORTH FLORIDA SURGEONS, P.A. NORTH FLORIDA SURGEONS, P.A. PROFIT SHARING PLAN | JACKSONVILLE FL | 763 | $86.9M | $897K |