Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Mid Cap Growth R1 Fund in their Schedule of Assets, totaling $4.9M 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 | PARKER POE ADAMS & BERNSTEIN LLP THE PARKER POE ADAMS & BERNSTEIN LLP 401(K) PROFIT SHARING PLAN | CHARLOTTE NC | 491 | $206.6M | $3.2M |
| 2 | CABELL HUNTINGTON HOSPITAL, INC. CABELL HUNTINGTON HOSPITAL, INC. NON-BARGAINING 401(K) RETIREMENT PLAN | HUNTINGTON WV | 2,195 | $125.1M | $722K |
| 3 | MI-T-M CORPORATION |
PEOSTA IA |
| 324 |
| $31.7M |
| $425K |
| 4 | MICHIGAN MILLERS MUTUAL INSURANCE COMPANY MICHIGAN MILLERS MUTUAL INSURANCE COMPANY EMPLOYEE 401(K) PLAN | LANSING MI | 174 | $21.1M | $248K |
| 5 | PROCEDE SOFTWARE LP PROCEDE SOFTWARE 401(K) PLAN | SOLANA BEACH CA | 132 | $8.7M | $222K |
| 6 | 3E COMPANY ENVIRONMENTAL, ECOLOGICAL AND ENGINEERING 3E RETIREMENT SAVINGS PLAN | CARLSBAD CA | 307 | $31.0M | $92K |
| 7 | CABELL HUNTINGTON HOSPITAL, INC. CABELL HUNTINGTON HOSPITAL, INC. BARGAINING 401(K) RETIREMENT PLAN | HUNTINGTON WV | 1,051 | $22.5M | $11K |
