Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 16 U.S. retirement plans report holding Mid-Cap Growth Fund in their Schedule of Assets, totaling $156.6M 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 | KNIGHT HEALTH HOLDINGS LLC D/B/A SCIONHEALTH SCIONHEALTH 401(K) PLAN | LOUISVILLE KY | 22,685 | $1.3B | $81.0M |
| 2 | 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 |
| 3 |
FOUNTAIN VALLEY CA |
| 582 |
| $437.6M |
| $15.5M |
| 4 | RINCON RESEARCH CORPORATION RINCON RESEARCH CORPORATION 401(K) PLAN | TUCSON AZ | 395 | $161.5M | $10.4M |
| 5 | EPSON AMERICA, INC. EPSON AMERICA, INC. 401(K) PLAN | LOS ALAMITOS CA | 1,486 | $457.1M | $6.7M |
| 6 | BREG, INC. BREG, INC. 401(K) PLAN | CARLSBAD CA | 569 | $42.2M | $4.6M |
| 7 | FF PROPERTIES LP FAIRFIELD 401K PLAN | SAN DIEGO CA | 1,419 | $162.3M | $2.2M |
| 8 | SANDRIDGE ENERGY, INC. SANDRIDGE ENERGY, INC. 401(K) PLAN | OKLAHOMA CITY OK | 104 | $42.3M | $1.4M |
| 9 | WESTPOINT HOME LLC RETIREMENT SAVINGS PLAN FOR EMPLOYEES OF WESTPOINT HOME LLC | NEW YORK NY | 253 | $23.5M | $1.0M |
| 10 | ATTAIN CONSULTING GROUP LLC ATTAIN CONSULTING GROUP LLC | MCLEAN VA | 343 | $45.4M | $451K |
