Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Minnesota Life Insurance Company Disciplined Gro Mid Cap Gro in their Schedule of Assets, totaling $1.2M 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 | MORRIS P. HEBERT, INC. MORRIS P. HEBERT, INC. 401(K) RETIREMENT PLAN PLAN AND TRUST | HOUMA LA | 115 | $18.4M | $675K |
| 2 | BMC AGGREGATES BMC AGGREGATES L.C. PLAN | ELK RUN HEIGHTS IA | 148 | $11.0M | $172K |
| 3 | NYE LUBRICANTS, INC. NYE LUBRICANTS, INC. 401(K) PLAN |
FAIRHAVEN MA |
| 187 |
| $26.9M |
| $165K |
| 4 | AL COPELAND INVESTMENTS, L.L.C. AL COPELAND INVESTMENTS, L. L. C. 401(K) PLAN | METAIRIE LA | 464 | $13.3M | $146K |
