Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Nationwide Geneva Small-Cap Growth in their Schedule of Assets, totaling $13.2M 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 | REINHART BOERNER VAN DEUREN, S.C. REINHART BOERNER VAN DEUREN, S.C. 401(K) PROFIT SHARING PLAN | MILWAUKEE WI | 349 | $308.4M | $9.8M |
| 2 | MORRIS JAMES LLP MORRIS JAMES LLP RETIREMENT PLAN | WILMINGTON DE | 162 | $69.0M | $2.6M |
| 3 | HYDRO ALUMINUM METALS USA,LLC HYDRO ALUMINUM METALS USA SAVINGS PLAN |
ROSEMONT IL |
| 235 |
| $45.9M |
| $540K |
| 4 | VNA HEALTH SYSTEM VNA HEALTH SYSTEM 403(B) PLAN | SHAMOKIN PA | 96 | $8.6M | $96K |
| 5 | KEY BENEFIT ADMINISTRATORS KEY FAMILY 401K PLAN | FISHERS IN | 393 | $21.6M | $86K |
| 6 | EVO TRANSPORTATION AND ENERGY SERVICES EVO 401(K) PLAN | PHOENIX AZ | 1,519 | $7.8M | $58K |
| 7 | BERAN CONCRETE, INC. BERAN CONCRETE, INC. PROFIT SHARING 401(K) PLAN & TRUST | WICHITA KS | 225 | $5.3M | $42K |
| 8 | LARADON HALL SOCIETY FOR EXCEPTIONAL CHILDREN AND ADULTS DBA LARADON LARADON 401(K) RETIREMENT PLAN | DENVER CO | 203 | $7.1M | $31K |
| 9 | WICHITA KENWORTH, INC. WICHITA KENWORTH, INC. 401(K) PLAN | PARK CITY KS | 246 | $8.1M | $2K |
