Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Segall Bryant Hamill Small Cap Growth Pooled Separate Account in their Schedule of Assets, totaling $968K 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 | SOUTHEAST FINANCIAL CREDIT UNION SOUTHEAST FINANCIAL CREDIT UNION 401(K) PLAN AND TRUST | FRANKLIN TN | 123 | $16.0M | $939K |
| 2 | CONEXON, LLC CONEXON 401(K) PLAN | KANSAS CITY MO | 828 | $27.2M | $28K |
