Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Nationwide Nationwide Geneva Small-Cap Growth in their Schedule of Assets, totaling $3.3M 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 | SCOT FORGE COMPANY SCOT FORGE COMPANY 401(K) PLAN | SPRING GROVE IL | 526 | $63.2M | $1.7M |
| 2 | WALTER & HAVERFIELD LLP WALTER & HAVERFIELD LLP PROFIT SHARING RETIREMENT PLAN | CLEVELAND OH | 102 | $32.1M | $776K |
| 3 | SCHWEBEL BAKING COMPANY SCHWEBEL BAKING COMPANY COLLECTIVELY BARGAINED PENSION PLAN |
YOUNGSTOWN OH |
| 41 |
| $22.7M |
| $399K |
| 4 | HEART & VASCULAR PARTNERS HEART & VASCULAR/SPECIALTY MEDCARE 401(K) PLAN | DEERFIELD IL | 644 | $29.9M | $259K |
| 5 | SCHWEBEL BAKING COMPANY SCHWEBEL BAKING COMPANY PENSION PLAN | YOUNGSTOWN OH | 30 | $6.4M | $159K |
| 6 | PURIS, LLC PURIS, LLC 401K PLAN | THE WOODLANDS TX | 820 | $27.9M | $41K |
