Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Nationwide Nationwide Geneva Small-Cap Growth Fund in their Schedule of Assets, totaling $7.9M 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 | BOARD OF TRUSTEES - STEAMFITTERS LOCAL 602 RETIREMENT SAVINGS PLAN STEAMFITTERS LOCAL 602 RETIREMENT SAVINGS PLAN SAVINGS PLAN | CAPITOL HEIGHTS MD | 5,806 | $522.0M | $5.1M |
| 2 | BEST PRACTICE ASSOCIATES, LLC TRIA FEDERAL 401(K) PLAN | ARLINGTON VA | 812 | $76.3M | $716K |
| 3 | SIXTH STREET PARTNERS, LLC |
DALLAS TX |
| 604 |
| $143.5M |
| $707K |
| 4 | GOODWILL INDUSTRIES OF CENTRAL NORTH CAROLINA, INC GOODWILL INDUSTRIES OF CENTRAL NORTH CAROLINA, INC. 401K PLAN | GREENSBORO NC | 236 | $9.0M | $535K |
| 5 | WISCONSIN STEEL AND TUBE CORPORATION WISCONSIN STEEL AND TUBE CORPORATION PROFIT SHARING PLAN | MILWAUKEE WI | 152 | $14.1M | $405K |
| 6 | ZOCDOC, INC. ZOCDOC RETIREMENT SAVINGS PLAN | NEWYORK NY | 646 | $60.0M | $264K |
| 7 | HARTFORD DISPENSARY THE ROOT CENTER FOR ADVANCED RECOVERY 403(B) PLAN | MANCHESTER CT | 242 | $14.7M | $85K |
