Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Meridian Small Cap Growth Institutional in their Schedule of Assets, totaling $24.7M 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 | JACKSON NATIONAL LIFE INSURANCE COMPANY JACKSON NATIONAL LIFE INSURANCE COMPANY DEFINED CONTRIBUTION PLAN | LANSING MI | 3,980 | $1.4B | $23.6M |
| 2 | MERITER HEALTH SYSTEMS, INC. MERITER 401(K) PLAN | MADISON WI | 3,454 | $334.6M | $928K |
| 3 | IOWA HEALTH SYSTEM IOWA HEALTH SYSTEM TAX DEFERRED SECTION 403(B) PLAN |
WEST DES MOINES IA |
| 781 |
| $65.2M |
| $105K |
