Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding SHAPIRO SMID CAP EQUITY FUND R5 CLASS MUTUAL FUND in their Schedule of Assets, totaling $138K 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 | INCEPTRA LLC INCEPTRA 401(K) PLAN | WESTON FL | 0 | $4.7M | $138K |
