Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding Hood River Small-Cap Growth Retirement # in their Schedule of Assets, totaling $15.2M 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 | YOKOHAMA TIRE CORPORATION YOKOHAMA TIRE CORPORATION SALARIED EMPLOYEES' RETIREMENT & SAVINGS PLAN | SALEM VA | 1,318 | $157.2M | $4.5M |
| 2 | SOUTHERN BANK AND TRUST COMPANY THE ENHANCED CAPITAL ACCUMULATION PLAN FOR THE EMPLOYEES OF SOUTHERN BANK AND TRUST COMPANY | MOUNT OLIVE NC | 466 | $43.7M | $3.3M |
| 3 |
MOUNT OLIVE NC |
| 132 |
| $40.8M |
| $3.1M |
| 4 | CWGS GROUP, LLC FREEDOMREWARDS 401(K) PLAN | LINCOLNSHIRE IL | 12,773 | $341.7M | $1.8M |
| 5 | ED VOYLES AUTOMOTIVE GROUP, INC. ED VOYLES EMPLOYEES' INCENTIVE SAVINGS AND RETIREMENT PLAN | MARIETTA GA | 458 | $42.8M | $616K |
| 6 | ERBE USA, INCORPORATED ERBE USA, INCORPORATED 401(K) PLAN | MARIETTA GA | 245 | $33.1M | $604K |
| 7 | ROBERTSON-CECO II CORPORATION ROBERTSON-CECO CORPORATION MASTER PENSION PLAN | HOUSTON TX | 197 | $29.3M | $549K |
| 8 | SIE HOLDINGS, INC. SIE HOLDINGS, INC. 401(K) RETIREMENT PLAN | CHARLOTTE NC | 481 | $28.2M | $274K |
| 9 | FRIESEN GROUP INC. FRIESEN GROUP 401K PLAN | REDDING CA | 122 | $13.0M | $215K |
| 10 | FIND GREAT PEOPLE, LLC FIND GREAT PEOPLE, LLC SALARY DEFERRAL SAVINGS PLAN | GREENVILLE SC | 125 | $8.8M | $116K |
