Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding MASSMUTUAL SLCT MCAP GRTH R5 Registered Investment Company in their Schedule of Assets, totaling $22.2M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | BRADLEY ARANT BOULT CUMMINGS LLP BRADLEY ARANT BOULT CUMMINGS LLP RETIREMENT PLAN | BIRMINGHAM AL | 1,172 | $694.3M | $10.1M |
| 2 | ROETZEL & ANDRESS, L.P.A. THE ROETZEL & ANDRESS 401(K) PLAN | AKRON OH | 349 | $138.9M | $6.6M |
| 3 | PARK-OHIO INDUSTRIES, INC. PARK-OHIO INDUSTRIES, INC. 401(K) RETIREMENT PLAN |
MAYFIELD HEIGHTS OH |
| 2,278 |
| $167.9M |
| $4.5M |
| 4 | MINDBODY, INC. MINDBODY, INC. 401(K) PROFIT SHARING PLAN | SAN LUIS OBISPO CA | 1,000 | $122.8M | $1.0M |
