Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding MASSMUTUAL MID CAP GR I in their Schedule of Assets, totaling $3.8M 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 | CARLSON CAPITAL, L.P. CARLSON CAPITAL, L.P. 401(K) PLAN | DALLAS TX | 29 | $33.1M | $1.1M |
| 2 | FLATONIA INVESTMENTS, LLC FLATONIA INVESTMENTS, LLC 401(K) PLAN | HOUSTON TX | 585 | $51.6M | $589K |
| 3 | GLOBAL TAX MANAGEMENT, INC. GLOBAL TAX MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN |
WAYNE PA |
| 202 |
| $50.3M |
| $543K |
| 4 | VACUUM TECHNOLOGY ASSOCIATES INC DYNAVAC 401(K) PLAN | HINGHAM MA | 104 | $13.6M | $408K |
| 5 | SOUTHLAW, P.C. SOUTHLAW, P.C. 401(K) RETIREMENT PLAN | OVERLAND PARK KS | 89 | $12.8M | $279K |
| 6 | INOGEN, INC. INOGEN, INC. 401(K) & PROFIT SHARING PLAN | GOLETA CA | 706 | $35.5M | $231K |
| 7 | PENSKE VEHICLE SERVICES, INC. PENSKE VEHICLE SERVICES, INC. 401(K) PLAN | TROY MI | 402 | $10.1M | $173K |
| 8 | CALEEL HAYDEN LLC CALEEL HAYDEN LLC 401K SAVINGS PLAN | DENVER CO | 60 | $3.9M | $117K |
| 9 | MORROW SODALI LLC MORROW SODALI LLC 401K PLAN | STAMFORD CT | 132 | $9.2M | $108K |
| 10 | MORROW SODALI LLC MORROW SODALI LLC 401K PLAN | STAMFORD CT | 132 | $9.2M | $108K |
