Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding Mid-Cap Growth Fund Mutual Fund in their Schedule of Assets, totaling $84.1M 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 | VIAVI SOLUTIONS INC. VIAVI SOLUTIONS 401(K) PLAN | SAN JOSE CA | 1,412 | $728.6M | $58.0M |
| 2 | LOEWS HOTELS HOLDING CORPORATION LOEWS HOTELS 401(K) PLAN | NEW YORK NY | 10,871 | $288.0M | $10.5M |
| 3 | LOEWS CORPORATION LOEWS CORPORATION EMPLOYEES' SAVINGS PLAN |
NEW YORK NY |
| 121 |
| $167.7M |
| $7.5M |
| 4 | PSC GROUP LLC PSC GROUP 401(K) PLAN | BATON ROUGE LA | 4,863 | $219.6M | $3.9M |
| 5 | VISKASE COMPANIES, INC. THE SAVE PROGRAM FOR EMPLOYEES OF VISKASE COMPANIES, INC. | LOMBARD IL | 541 | $72.1M | $2.9M |
| 6 | ANESTHESIOLOGISTS ASSOCIATED, PC ANESTHESIOLOGISTS ASSOCIATED, PC 401(K) PROFIT SHARING RETIREMENT PLAN | BIRMINGHAM AL | 411 | $95.5M | $579K |
| 7 | ITINERIS NA, INC. ITINERIS NA, INC. 401(K) P/S PLAN | ATLANTA GA | 122 | $10.9M | $381K |
| 8 | PROTERRA POWERED LLC PROTERRA POWERED LLC 401(K) PLAN | BURLINGAME CA | 453 | $18.1M | $155K |
| 9 | BEELMAN TRUCK COMPANY BEELMAN 401K PROFIT SHARING PLAN AND TRUST | EAST ST. LOUIS IL | 963 | $45.1M | $141K |
| 10 | INDEPENDENT OPTIONS, INC. INDEPENDENT OPTIONS, INC. PROFIT SHARING 401(K) PLAN | CORONA CA | 366 | $8.0M | $75K |
