Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 36 U.S. retirement plans report holding Small-Cap Growth Fund in their Schedule of Assets, totaling $16.5M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | KINGSTON TECHNOLOGY COMPANY, INC. KINGSTON RETIREMENT SAVINGS PLAN | FOUNTAIN VALLEY CA | 582 | $437.6M | $5.8M |
| 2 | BREG, INC. BREG, INC. 401(K) PLAN | CARLSBAD CA | 569 | $42.2M | $3.1M |
| 3 | BOARD OF TRUSTEES, ORANGE COUNTY IBEW-NECA ELECTRICAL ORANGE COUNTY IBEW-NECA ELECTRICAL WORKERS DEFINED CONTRIBUTION PENSION PLAN |
SAN JOSE CA |
| 4,316 |
| $335.4M |
| $1.8M |
| 4 | WILLIAM BARNET & SON, LLC WILLIAM BARNET & SON, LLC EMPLOYEES' 401(K) SAVINGS PLAN | SPARTANBURG SC | 219 | $21.8M | $1.2M |
| 5 | TRAVCORP USA, INC. TRAVCORP USA 401(K) SAVINGS & RETIREMENT PLAN | COSTA MESA CA | 489 | $33.6M | $884K |
| 6 | TRINITY HEALTH CORPORATION TRINITY HEALTH CORPORATION ERISA 403(B) RETIREMENT PLAN (FROZEN) | LIVONIA MI | 668 | $403.3M | $872K |
| 7 | VIEWSONIC CORPORATION VIEWSONIC CORPORATION 401(K) PLAN AND TRUST | BREA CA | 267 | $46.8M | $871K |
| 8 | LOYOLA UNIVERSITY OF CHICAGO ATTN BENEFITS DEPARTMENT LOYOLA UNIVERSITY CHICAGO DEFINED CONTRIBUTION RETIREMENT PLAN | CHICAGO IL | 2,890 | $1.2B | $271K |
| 9 | ADENA HEALTH SYSTEM ADENA HEALTH SYSTEM TAX DEFERRED ANNUITY/MATCHED SAVINGS PLAN | CHILLICOTHE OH | 4,838 | $240.5M | $257K |
| 10 | GRODEN CENTER, INC. THE GRODEN CENTER, INC. 401(K) PROFIT SHARING PLAN | PROVIDENCE RI | 632 | $18.8M | $253K |
