Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 17 U.S. retirement plans report holding Nationwide Geneva Small Cap Growth Fund in their Schedule of Assets, totaling $4.2M 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 | BAISCH ENGINEERING INC. BAISCH ENGINEERING INC. EMPLOYEES' PROFIT SHARING PLAN | KAUKAUNA WI | 79 | $30.4M | $524K |
| 2 | AD HOC LLC AD HOC 401(K) PLAN | MCLEAN VA | 491 | $49.9M | $521K |
| 3 | HYDE GROUP, INC. THE HYDE GROUP EMPLOYEE PROFIT SHARING AND 401(K) PLAN |
SOUTHBRIDGE MA |
| 166 |
| $24.8M |
| $443K |
| 4 | HYDROGEOLOGIC, INC. HYDROGEOLOGIC, INC. 401(K) PROFIT SHARING PLAN | RESTON VA | 573 | $92.2M | $425K |
| 5 | AW INDUSTRIES, INC. AW INDUSTRIES PROFIT SHARING AND SAVINGS PLAN | LANDOVER MD | 216 | $11.4M | $384K |
| 6 | WISCO INDUSTRIES, INC. WISCO INDUSTRIES PROFIT SHARING PLAN | OREGON WI | 106 | $17.5M | $376K |
| 7 | BROOKSHIRE BROTHERS, INC. BROOKSHIRE BROTHERS KSOP | LUFKIN TX | 3,030 | $134.4M | $351K |
| 8 | APPLEQUIST MFG., INC. APQ COMPANIES 401(K) PLAN | ASSARIA KS | 179 | $3.3M | $279K |
| 9 | PRIMEX INC. PRIMEX, INC. AND AFFILIATES PROFIT SHARING AND 401(K) PLAN AND TRUST | LAKE GENEVA WI | 108 | $25.7M | $190K |
| 10 | M.A. FORD MFG. CO., INC. M.A. FORD MFG. CO., INC. DEFERRED WAGE SAVINGS PLAN | DAVENPORT IA | 271 | $20.1M | $176K |
