Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding MssMtl Sm Cp Grwth Eqty F I Registered Investment Company in their Schedule of Assets, totaling $3.1M 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 | NATIONAL DCP, LLC NATIONAL DCP 401(K) PROFIT SHARING PLAN AND TRUST | DULUTH GA | 1,772 | $117.8M | $2.8M |
| 2 | DYNAMIC ENGINEERING CONSULTANTS DYNAMIC ENGINEERING CONSULTANTS 401(K) P/S PLAN | LAKE COMO NJ | 349 | $25.5M | $339K |
| 3 | ARBOR ACRES UNITED METHODIST ARBOR ACRES 403B PLAN |
WINSTON SALEM NC |
| 195 |
| $13.5M |
| $1K |
