Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding NATIONWIDE GENEVA SM CAP GR R6 Registered investment company in their Schedule of Assets, totaling $1.8M 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 | FOSTER, SWIFT, COLLINS & SMITH, P.C. FOSTER, SWIFT, COLLINS & SMITH, P.C. EMPLOYEE PROFIT SHARING PLAN | LANSING MI | 203 | $82.7M | $1.7M |
| 2 | THE VERMONT COUNTRY STORE, INC. THE VERMONT COUNTRY STORE, INC. PROFIT SHARING PLAN | MANCHESTER CENTER VT | 338 | $38.8M | $129K |
| 3 | CORE ELECTRIC COOPERATIVE |
SEDALIA CO |
| 296 |
| $39.7M |
| $39K |