Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Multimanager Aggressive Equity- " in their Schedule of Assets, totaling $1.4M 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 | MCLAREN HEALTH CARE CORP. MCLAREN EMPLOYEES' 403(B) RETIREMENT PLAN | GRAND BLANC MI | 18,139 | $1.9B | $538K |
| 2 | MONMOUTH UNIVERSITY, INC. MONMOUTH UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | WEST LONG BRANCH NJ | 966 | $359.0M | $413K |
| 3 | MONTREAT COLLEGE MONTREAT COLLEGE RETIREMENT PLAN |
MONTREAT NC |
| 164 |
| $9.7M |
| $240K |
| 4 | SUNBELT HUMAN ADVANCEMENT RESOURCES, INC. SUNBELT HUMAN ADVANCEMENT RESOURCES 403(B) PLAN | GREENVILLE SC | 229 | $7.4M | $86K |
| 5 | MEDAILLE UNIVERSITY MEDAILLE COLLEGE 403(B) PLAN | BUFFALO NY | 259 | $31.6M | $63K |
| 6 | BETHESDA HEALTH GROUP, INC. BETHESDA HEALTH GROUP, INC. RETIREMENT SAVINGS 403(B) PLAN | ST. LOUIS MO | 1,064 | $25.8M | $53K |
| 7 | PETER BECKER COMMUNITY PETER BECKER COMMUNITY 403(B) PLAN | HARLEYSVILLE PA | 311 | $9.7M | $33K |
| 8 | JACKSONVILLE COUNTRY DAY SCHOOL, INC. JACKSONVILLE COUNTRY DAY SCHOOL, INC. 403(B) PLAN | JACKSONVILLE FL | 103 | $12.2M | $12K |
| 9 | THE HANDICAPPED CHILDREN'S ASSOCIATION OF SOUTHERN NY 403(B) THRIFT PLAN OF THE HANDICAPPED CHILDREN'S ASSOCIATION OF SOUTHERN NEW YORK, INC. | BINGHAMTON NY | 381 | $13.2M | $601 |
| 10 | SOUTH ARKANSAS REGIONAL HEALTH CENTER, INC. NEWHAVEN COUNSELING AND HEALTH SERVICES 403(B) PLAN | EL DORADO AR | 45 | $5.5M | $6 |
