Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding INST Small-Cap Stock Fund Mutual Fund # in their Schedule of Assets, totaling $68.4M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | WSP USA BUILDINGS INC. WSP USA RETIREMENT SAVINGS PLAN | NEW YORK NY | 16,143 | $3.3B | $63.3M |
| 2 | GREEN MOUNTAIN POWER CORPORATION GREEN MOUNTAIN POWER CORPORATION EMPLOYEE SAVINGS AND INVESTMENT PLAN AND TRUST | RUTLAND VT | 533 | $243.3M | $4.5M |
| 3 | CLEARCHOICE MANAGEMENT SERVICES, LLC |
EAST SYRACUSE NY |
| 393 |
| $26.4M |
| $571K |
