Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding GW&K Small Cap growth Pooled Separate Account in their Schedule of Assets, totaling $57.2M 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 | BERRY GLOBAL, INC. BERRY GLOBAL EMPLOYEES 401(K) RETIREMENT PLAN | EVANSVILLE IN | 17,041 | $1.1B | $50.8M |
| 2 | MEMBER COOPERATIVES OF CHS INC PENSION PLAN FOR COOPERATIVES | INVER GROVE HEIGHTS MN | 830 | $83.8M | $4.8M |
| 3 | BERRY GLOBAL, INC. BERRY GLOBAL BARGAINING UNIT 401(K) PLAN |
EVANSVILLE IN |
| 776 |
| $37.3M |
| $1.6M |
| 4 | RANCHO PACIFIC ELECTRIC CONSTRUCTION, INC. RANCHO PACIFIC ELECTRIC, INC. 401(K) PLAN | RANCHO CUCAMONGA CA | 119 | $22.8M | $49K |
