Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding MM MID CAP GRTH I Registered Investment Company in their Schedule of Assets, totaling $76.3M 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 | EXPERIAN, INC. EXPERIAN PERSONAL INVESTMENT PLAN | COSTA MESA CA | 6,165 | $1.7B | $55.2M |
| 2 | ALLISON TRANSMISSION, INC. ALLISON TRANSMISSION MASTER TRUST | INDIANAPOLIS IN | — | $549.4M | $9.5M |
| 3 | ALLISON TRANSMISSION, INC. ALLISON TRANSMISSION EMPLOYEE RETIREMENT SAVINGS PLAN |
INDIANAPOLIS IN |
| 1,773 |
| $395.8M |
| $6.8M |
| 4 | ALLISON TRANSMISSION, INC. ALLISON TRANSMISSION HOURLY EMPLOYEE SAVINGS PLAN | INDIANAPOLIS IN | 1,718 | $163.7M | $2.7M |
| 5 | POWERSCHOOL GROUP LLC POWERSCHOOL GROUP LLC 401(K) PLAN | FOLSOM CA | 1,627 | $222.5M | $1.8M |
| 6 | LOGICMONITOR, INC. LOGICMONITOR 401(K) PLAN | SANTA BARBARA CA | 550 | $39.5M | $184K |
| 7 | RAPTOR TECHNOLOGIES, LLC RAPTOR 401(K) PLAN | HOUSTON TX | 270 | $13.1M | $59K |
