Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Pioneer Select Mid Cap Growth Y Mutual fund in their Schedule of Assets, totaling $2.0M 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 | NUCLEUS CENTRAL INC. NUCLEUS CENTRAL INC. 401(K) SALARY REDUCTION PLAN & TRUST | ATLANTA GA | 348 | $41.5M | $830K |
| 2 | HUMPHREYS & PARTNERS ARCHITECTS, L.P. HUMPHREYS & PARTNERS ARCHITECTS 401(K) PLAN | PLANO TX | 154 | $23.1M | $518K |
| 3 | HUMPHREYS & PARTNERS ARCHITECTS, L.P. |
DALLAS TX |
| 221 |
| $23.0M |
| $421K |
| 4 | INGO MONEY, INC INGO MONEY, INC 401(K) PLAN | ALPHARETTA GA | 208 | $14.1M | $258K |
| 5 | CHARLES RIVER COMMUNITY HEALTH, INC. CHARLES RIVER COMMUNITY HEALTH, INC. 403(B) PLAN | BRIGHTON MA | 220 | $8.6M | $11K |
