Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Hood River Small-Cap Growth Mutual Fund in their Schedule of Assets, totaling $5.6M 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 | G & J PEPSI-COLA BOTTLERS, INC. G & J PEPSI-COLA BOTTLERS, INC. EMPLOYEES' PENSION PLAN | CINCINNATI OH | 1,504 | $94.7M | $4.9M |
| 2 | BREAN CAPITAL, LLC BREAN CAPITAL, LLC 401(K) PLAN | NEW YORK NY | 173 | $27.9M | $550K |
| 3 | PLANNED PARENTHOOD OF WISCONSIN PLANNED PARENTHOOD OF WISCONSIN RETIREMENT PLAN |
MILWAUKEE WI |
| 257 |
| $23.0M |
| $139K |
| 4 | TECHE ACTION BOARD INC. TECHE ACTION BOARD INC. 401(K) PLAN | FRANKLIN LA | 177 | $8.0M | $48K |
