Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Mid Cap Growth Fund II Class R1 in their Schedule of Assets, totaling $1.2M 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 | PHARMA-BIO SERV PR, INC. PHARMA-BIO SERV PR, INC. RETIREMENT PLAN | DORADO PR | 52 | $4.8M | $475K |
| 2 | PHARMA-BIO SERV PR, INC. PHARMA-BIO SERV PR, INC. RETIREMENT PLAN | DORADO PR | 52 | $4.8M | $475K |
| 3 | UNITED MIDWEST SAVINGS BANK UNITED MIDWEST SAVINGS BANK 401(K) PLAN |
WESTERVILLE OH |
| 176 |
| $13.0M |
| $185K |
| 4 | PARENT PETROLEUM, INC. PARENT PETROLEUM, INC. 401(K) PLAN | SAINT CHARLES IL | 363 | $8.9M | $27K |
| 5 | ROCHELLE LEIGH GROUP LLC ROCHELLE LEIGH GROUP LLC 401(K) PROFIT SHARING PLAN & TRUST | APPLETON WI | 158 | $2.1M | $2K |