Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding SEI Inst Inv Small/Mid Cap Equity Fund Registered investment co. N/A N/A in their Schedule of Assets, totaling $2.4M 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 | TRUSTEES OF FOX VALLEY LABORERS HEALTH AND WELFARE FUND FOX VALLEY LABORERS HEALTH & WELFARE FUND | ELGIN IL | 1,418 | $135.0M | $2.4M |
