Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Mercer Mercer Small/Mid Cap Stock Fund in their Schedule of Assets, totaling $7.0M 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 | TIAA, FSB TO BE KNOWN AS EVERBANK, N.A. EVERBANK, N.A. 401(K) PLAN | JACKSONVILLE FL | 1,576 | $42.9M | $1.2M |
| 2 | SYNAGRO TECHNOLOGIES INC. SYNAGRO TECHNOLOGIES INC. 401(K) PLAN | BALTIMORE MD | 1,041 | $76.7M | $966K |
| 3 | QUBICAAMF WORLDWIDE, LLC QUBICAAMF WORLDWIDE, LLC 401(K) PLAN |
MECHANICSVILLE VA |
| 466 |
| $42.4M |
| $850K |
| 4 | HERITAGE DISTRIBUTION HOLDINGS OPCO LLC HERITAGE DISTRIBUTION HOLDINGS 401(K) PLAN | ATLANTA GA | 1,165 | $89.3M | $801K |
| 5 | ALTASCIENCES USA LLC ALTASCIENCES USA LLC 401(K) PLAN | EVERETT WA | 1,187 | $48.5M | $753K |
| 6 | SOLSTICE CONSULTING, LLC DBA KIN AND CARTA KIN AND CARTA 401(K) PLAN | CHICAGO IL | 0 | $54.6M | $714K |
| 7 | COMPUGROUP MEDICAL, INC. COMPUGROUP MEDICAL SYSTEMS 401(K) PLAN | AUSTIN TX | 501 | $43.2M | $706K |
| 8 | ST ENGINEERING LEEBOY, INC. ST ENGINEERING LEEBOY 401(K) RETIREMENT SAVINGS PLAN | LINCOLNTON NC | 461 | $26.8M | $535K |
| 9 | GREAT WESTERN MALTING CO. GREAT WESTERN MALTING CO. SAVINGS PLAN AND TRUST | VANCOUVER WA | 288 | $31.2M | $288K |
| 10 | CHARLES ROSS & SON COMPANY CHARLES ROSS & SON COMPANY 401(K) PLAN | HAUPPAUGE NY | 137 | $12.8M | $168K |
