Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Mid Cap Strategic Growth Fund " in their Schedule of Assets, totaling $1.0M 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 | ADENA HEALTH SYSTEM ADENA HEALTH SYSTEM TAX DEFERRED ANNUITY/MATCHED SAVINGS PLAN | CHILLICOTHE OH | 4,838 | $240.5M | $342K |
| 2 | DARTMOUTH HEALTH DARTMOUTH HEALTH 403(B) PLAN | LEBANON NH | 14,331 | $1.7B | $217K |
| 3 | TOTAL EDUCATION SOLUTIONS, INC. TOTAL EDUCATION SOLUTIONS, INC. 401(K) PLAN |
SOUTH PASADENA CA |
| 471 |
| $17.3M |
| $155K |
| 4 | HONORBRIDGE HONORBRIDGE RETIREMENT PLAN | GREENVILLE NC | 229 | $27.7M | $95K |
| 5 | EASTER SEALS OF GREATER HOUSTON, INC. EASTER SEALS OF GREATER HOUSTON, INC RETIREMENT PLAN | HOUSTON TX | 247 | $16.7M | $72K |
| 6 | INSTITUTE FOR THE REDESIGN OF LEARNING INSTITUTE FOR THE REDESIGN OF LEARNING 403(B) PROFIT/GAIN SHARING PLAN | SOUTH PASADENA CA | 299 | $8.9M | $58K |
| 7 | CHRISTOPHER HOUSE CHRISTOPHER HOUSE TAX DEFERRED ANNUITY PLAN | CHICAGO IL | 206 | $6.0M | $35K |
| 8 | NEW ENGLAND CONSERVATORY NEW ENGLAND CONSERVATORY OF MUSIC 403(B) PLAN | BOSTON MA | 604 | $78.3M | $33K |
| 9 | GREATER CHICAGO FOOD DEPOSITORY GREATER CHICAGO FOOD DEPOSITORY RETIREMENT SAVINGS PLAN | CHICAGO IL | 251 | $11.5M | $29K |
