Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Hood River SmallCap Growth in their Schedule of Assets, totaling $169.1M 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 | PARK NICOLLET HEALTH SERVICES PARK NICOLLET HEALTH SERVICES 401K RETIREMENT SAVINGS PLAN | ST. LOUIS PARK MN | 8,313 | $2.2B | $78.7M |
| 2 | GROUP HEALTH PLAN, INC. GROUP HEALTH PLAN, INC. 401(K) PLAN | MINNEAPOLIS MN | 8,008 | $2.6B | $58.4M |
| 3 | REGIONS HOSPITAL REGIONS HOSPITAL RETIREMENT SAVINGS 401(K) PLAN |
ST. PAUL MN |
| 6,312 |
| $602.0M |
| $15.3M |
| 4 | REGIONS HOSPITAL REGIONS HOSPITAL 403(B) PLAN | ST. PAUL MN | 2,441 | $188.5M | $6.4M |
| 5 | PARK NICOLLET HEALTH SERVICES PARK NICOLLET HEALTH SERVICES 403(B) RETIREMENT SAVINGS PLAN | ST. LOUIS PARK MN | 1,927 | $200.1M | $6.0M |
| 6 | LAKEVIEW MEMORIAL HOSPITAL ASSOCIATION, INC. LAKEVIEW HEALTH 401(K) PLAN | MINNEAPOLIS MN | 1,406 | $127.3M | $3.4M |
| 7 | HUDSON HOSPITAL HUDSON HOSPITAL, INC. 403(B) PLAN | MINNEAPOLIS MN | 448 | $33.6M | $491K |
| 8 | LAKEVIEW MEMORIAL HOSPITAL ASSOCIATION, INC. THE LAKEVIEW EMPLOYEES' TAX DEFERRED ANNUITY PLAN | MINNEAPOLIS MN | 65 | $8.1M | $369K |
| 9 | HEALTHPARTNERS SERVICES, INC. HEALTHPARTNERS SERVICES, INC. RETIREMENT SAVINGS PLAN | MINNEAPOLIS MN | 280 | $28.4M | $87K |