Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Nationwide Geneva Small Cap Growth Fund Class R6 Registered Investment Company in their Schedule of Assets, totaling $492K 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 | BELLINGHAM MARINE INDUSTRIES INC BELLINGHAM MARINE INDUSTRIES 401(K) PLAN | JACKSONVILLE FL | 243 | $18.7M | $220K |
| 2 | ABSOLUTE SOFTWARE, INC. ABSOLUTE SOFTWARE, INC. 401(K) PLAN | AUSTIN TX | 293 | $53.7M | $96K |
| 3 | HOUSTON LIVESTOCK SHOW AND RODEO, INC. HOUSTON LIVESTOCK SHOW AND RODEO 401(K) PLAN |
HOUSTON TX |
| 149 |
| $11.0M |
| $95K |
| 4 | MTA INVESTMENTS, INC. MONTROSE AUTO GROUP 401(K) RETIREMENT SAVINGS PLAN | AKRON OH | 306 | $10.5M | $80K |
