Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding Hood River Small-Cap Growth Fund Retirement Shares " in their Schedule of Assets, totaling $11.9M 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 | RGA REINSURANCE COMPANY RGA REINSURANCE COMPANY PERFORMANCE PENSION PLAN | CHESTERFIELD MO | 1,095 | $195.5M | $8.7M |
| 2 | AMERICAN WELL CORPORATION AMERICAN WELL CORPORATION 401(K) PLAN | BOSTON MA | 768 | $108.4M | $1.5M |
| 3 | VENTURA ORTHOPEDICS MEDICAL GROUP, INC. |
CAMARILLO CA |
| 234 |
| $35.7M |
| $552K |
| 4 | JTC USA HOLDINGS, INC. JTC USA 401(K) PLAN | SAN JOSE CA | 374 | $24.3M | $333K |
| 5 | WATERTRONICS, LLC WATERTRONICS 401(K) PLAN | HARTLAND WI | 156 | $10.9M | $195K |
| 6 | KELLER LOGISTICS GROUP, INC. THOMAS E. KELLER TRUCKING, INC. 401(K) RETIREMENT SAVINGS PLAN | DEFIANCE OH | 750 | $16.0M | $167K |
| 7 | WIESER BROTHERS GENERAL CONTRACTOR, INC. WIESER BROTHERS GENERAL CONTRACTOR, INC. 401(K)/PROFIT SHARING PLAN | LA CRESCENT MN | 164 | $35.4M | $151K |
| 8 | SENECA FAMILY OF AGENCIES SENECA FAMILY OF AGENCIES 403(B) RETIREMENT PLAN | OAKLAND CA | 1,554 | $58.7M | $138K |
| 9 | HUTCHINSON HEALTH HUTCHINSON HEALTH RETIREMENT SAVINGS PLAN | HUTCHINSON MN | 628 | $82.8M | $124K |
| 10 | TREESAP FARMS, LLC TREESAP FARMS, LLC 401(K) PLAN | HOUSTON TX | 1,682 | $9.4M | $26K |
