Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Nw Geneva Smcapgr Inst Svc Registered Investment Company in their Schedule of Assets, totaling $416K 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 | BRETHREN HILLCREST HOMES BRETHREN HILLCREST HOMES 403(B) PLAN | LAVERNE CA | 271 | $11.3M | $290K |
| 2 | H MART INC. H MART 401(K) PLAN | LYNDHURST NJ | 3,748 | $22.7M | $124K |
| 3 | SAN DIEGO BLOOD BANK SAN DIEGO BLOOD BANK 403(B) PLAN |
| 329 |
| $17.8M |
| $1K |
