Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Mercer US Small/Mid-Cap Equity in their Schedule of Assets, totaling $34.9M 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 | UGI UTILITIES, INC. RETIREMENT INCOME PLAN FOR EMPLOYEES OF UGI UTILITIES, INC. | DENVER PA | 453 | $516.6M | $24.1M |
| 2 | MARCH OF DIMES INC. RETIREMENT PLAN FOR NATIONAL OFFICE AND FIELD STAFF EMPLOYEES OF THE MARCH OF DIMES FOUNDATION | ARLINGTON VA | 46 | $94.0M | $5.9M |
| 3 | MATIV HOLDINGS, INC. |
ALPHARETTA GA |
| 415 |
| $342.1M |
| $4.2M |
| 4 | SHURE INCORPORATED SHURE INCORPORATED EMPLOYEES' RETIREMENT PLAN | NILES IL | 119 | $14.6M | $445K |
| 5 | VERSANT POWER MAINE PUBLIC SERVICE COMPANY PENSION PLAN | BANGOR ME | 29 | $17.1M | $147K |
