Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Nw Geneva Smcapgr Inst Svc in their Schedule of Assets, totaling $263K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | MCCARL'S LLC MCCARL'S RETIREMENT SAVINGS PLAN | BEAVER FALLS PA | 138 | $12.5M | $145K |
| 2 | LUDVIK ELECTRIC CO. LUDVIK ELECTRIC CO. 401(K) PLAN | LAKEWOOD CO | 197 | $22.7M | $73K |
| 3 | ST. JOSEPH CENTER ST. JOSEPH CENTER 403(B) PLAN | VENICE |
| 320 |
| $5.2M |
| $22K |
| 4 | RUBBERLITE, INC. RUBBERLITE, INC. 401(K)PROFIT SHARING RETIREMENT PLAN | HUNTINGTON WV | 152 | $25.3M | $15K |
| 5 | FALCONS MANAGEMENT LLC FALCONS MANAGEMENT 401K PLAN | ATLANTA GA | 445 | $3.3M | $8K |
