Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Mid-Cap Growth Fund in their Schedule of Assets, totaling $89.0M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | JOHN HANCOCK LIFE INSURANCE COMPANY U.S.A MASTER TRUST FOR THE INVESTMENT - INCENTIVE PLAN FOR JOHN HANCOCK EMPLOYEES, TIP AND THE JOHN HANCOCK SAVINGS AND INVESTMENT PLAN, SIP | BOSTON MA | — | $2.5B | $32.8M |
| 2 | JOHN HANCOCK LIFE INSURANCE COMPANY U.S.A THE INVESTMENT-INCENTIVE PLAN FOR JOHN HANCOCK EMPLOYEES | BOSTON MA | 4,860 | $2.4B | $31.3M |
| 3 |
FOUNTAIN VALLEY CA |
| 582 |
| $437.6M |
| $15.5M |
| 4 | BREG, INC. BREG, INC. 401(K) PLAN | CARLSBAD CA | 569 | $42.2M | $4.6M |
| 5 | FF PROPERTIES LP FAIRFIELD 401K PLAN | SAN DIEGO CA | 1,419 | $162.3M | $2.2M |
| 6 | JOHN HANCOCK LIFE INSURANCE COMPANY U.S.A JOHN HANCOCK SAVINGS AND INVESTMENT PLAN | BOSTON MA | 33 | $116.3M | $1.5M |
| 7 | WESTPOINT HOME LLC RETIREMENT SAVINGS PLAN FOR EMPLOYEES OF WESTPOINT HOME LLC | NEW YORK NY | 253 | $23.5M | $1.0M |
| 8 | PARTNERS SENIOR LIVING OPTIONS, LLC PARTNERS SENIOR LIVING OPTIONS EMPLOYEE RETIREMENT PLAN | ROYALTON MN | 349 | $5.6M | $13K |
| 9 | RS UTILITY STRUCTURES INC. RS UTILITY STRUCTURES INC. 401(K) PLAN | ST. GEORGE UT | 298 | $2.6M | $11K |
