Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding MAI CAP INCOME AND GROWTH FD units in their Schedule of Assets, totaling $3.2M 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 | UNIVERSITY HOSPITALS HEALTH SYSTEM UNIVERSITY HOSPITALS HEALTH SYSTEM, INC. RETIREMENT PLAN | SHAKER HEIGHTS OH | 25,032 | $919.6M | $3.2M |
