Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Pioneer Select Mid Cap Growth in their Schedule of Assets, totaling $12.3M 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 | UNIVERSAL SERVICES OF AMERICA, LP ALLIED UNIVERSAL 401(K) PLAN | IRVINE CA | 226,026 | $681.5M | $11.8M |
| 2 | WMOG, INC. THE MOSSER GROUP EMPLOYEE SAVINGS PLAN AND TRUST | FREMONT OH | 122 | $19.4M | $405K |
| 3 | RALPH BRENNAN RESTAURANT GROUP, LLC RALPH BRENNAN RESTAURANT GROUP 401(K) RETIREMENT PLAN |
NEW ORLEANS LA |
| 413 |
| $11.8M |
| $68K |
| 4 | NEW GEORGIA PROJECT ACTION FUND NEW GEORGIA PROJECT ACTION FUND 401(K) PROFIT SHARING PLAN AND TRUST | ATLANTA GA | 195 | $681K | $1K |