Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding Mid Cap Strategic Gwth in their Schedule of Assets, totaling $2.5M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | UPMC WESTERN MARYLAND CORPORATION UPMC WESTERN MARYLAND 403(B) SAVINGS PLAN | CUMBERLAND MD | 1,293 | $81.6M | $815K |
| 2 | LOYOLA UNIVERSITY OF CHICAGO ATTN BENEFITS DEPARTMENT LOYOLA UNIVERSITY CHICAGO DEFINED CONTRIBUTION RETIREMENT PLAN | CHICAGO IL | 2,890 | $1.2B | $493K |
| 3 | TRINITY HEALTH CORPORATION |
LIVONIA MI |
| 10,131 |
| $779.5M |
| $492K |
| 4 | UNIVERSITY MEDICAL SERVICE ASSOCIATION, INC. UNIVERSITY MEDICAL SERVICE ASSOCIATION, INC. TAX DEFERRED ANNUITY PLAN | TAMPA FL | 0 | $40.9M | $248K |
| 5 | EXODUS INTEGRITY SERVICES, INC. EXODUS INTEGRITY SERVICES, INC. EMPLOYEES SAVINGS TRUST | WILLOUGHBY OH | 62 | $3.2M | $219K |
| 6 | THE VARIABLE ANNUITY LIFE INSURANCE COMPANY VALIC AGENTS AND MANAGERS RETIREMENT PLAN | HOUSTON TX | 85 | $17.2M | $132K |
| 7 | LIFECARE, INC. DBA FRIENDSHIP VILLAGE LIFECARE, INC. DBA FRIENDSHIP VILLAGE 403(B) EMPLOYER RETIREMENT PLAN | KALAMAZOO MI | 193 | $4.8M | $19K |
| 8 | COMMUNITY HEALTH NETWORK, INC. COMMUNITY HEALTH NETWORK 403(B) RETIREMENT SAVINGS PLAN | INDIANAPOLIS IN | 1,479 | $164.1M | $18K |
| 9 | PACIFIC RETIREMENT SERVICES, INC. PACIFIC RETIREMENT SERVICES, INC. 401(K) PLAN | MEDFORD OR | 2,984 | $111.8M | $8K |
| 10 | DIRECTIONS FOR MENTAL HEALTH, 403(B) THRIFT PLAN FOR EMPLOYEES OF DIRECTIONS FOR MENTAL HEALTH, INC. | CLEARWATER FL | 384 | $3.8M | $4K |
