Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding SEI Small/Mid Cap Equity Fund in their Schedule of Assets, totaling $19.1M 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 | AMERICAN AXLE & MANUFACTURING, INC. AMERICAN AXLE & MANUFACTURING, INC. PENSION PLAN | DETROIT MI | 650 | $270.2M | $9.5M |
| 2 | BOARD OF TRUSTEES ILA LOCAL 1478-2 PENSION FUND ILA LOCAL 1478-2 PENSION PLAN | SPRINGFIELD NJ | 637 | $78.8M | $3.2M |
| 3 | ENGLEWOOD HOLDINGS CORP. (FKA NATIONAL SERVICE INDUSTRIES,INC.)A CA CO |
DEL MAR CA |
| 0 |
| $48.0M |
| $2.4M |
| 4 | ATLANTICARE HEALTH SYSTEM, INC. ATLANTICARE HEALTH SYSTEM, INC. RETIREE MEDICAL PLAN | EGG HARBOR TOWNSHIP NJ | 0 | $17.9M | $1.5M |
| 5 | LOC PERFORMANCE PRODUCTS, LLC ST. MARYS LOCATION PENSION PLAN FOR ELIGIBLE UNION EMPLOYEES | PLYMOUTH MI | 207 | $38.6M | $1.4M |
| 6 | AMERICAN BILTRITE INC. THE RETIREMENT PLAN FOR SALARIED EMPLOYEES & CERTAIN HOURLY EMPLOYEES OF AMERICAN BILTRITE INC. | WELLESLEY HILLS MA | 77 | $23.0M | $1.1M |