Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 16 U.S. retirement plans report holding Small Cap Growth Fund II R1 in their Schedule of Assets, totaling $2.9M 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 | SIDEL, INC. SIDEL, INC. RETIREMENT AND SAVINGS PLAN | NORCROSS GA | 274 | $62.1M | $1.3M |
| 2 | PACIFIC INDUSTRIAL DEVELOPMENT PACIFIC INDUSTRIAL DEVELOPMENT 401(K) PROFIT SHARING PLAN & TRU | ANN ARBOR MI | 106 | $11.6M | $317K |
| 3 | LIPPES MATHIAS LLP LIPPES MATHIAS LLP 401(K) PLAN |
BUFFALO NY |
| 366 |
| $50.9M |
| $270K |
| 4 | THERMOFLEX CORP. THERMOFLEX CORP. 401(K) PLAN | WAUKEGAN IL | 815 | $12.0M | $262K |
| 5 | SUNCOAST SKIN SOLUTIONS SUNCOAST SKIN SOLUTIONS 401(K) PLAN | LUTZ FL | 331 | $5.9M | $138K |
| 6 | CONTENTSTACK INC. CONTENTSTACK INC. 401(K) PLAN | SAN FRANCISCO CA | 132 | $8.3M | $137K |
| 7 | CANAL STREET BREWING CO. LLC DBA FOUNDERS BREWING COMPANY FOUNDERS BREWING COMPANY 401(K) PROFIT SHARING PLAN | GRAND RAPIDS MI | 472 | $38.1M | $120K |
| 8 | DEFINITIVE HEALTHCARE, LLC DEFINITIVE HEALTHCARE LLC 401(K) PROFIT SHARING PLAN | FRAMINGHAM MA | 513 | $51.5M | $110K |
| 9 | RENTAL CONCEPTS, INC. RENTAL CONCEPTS, INC. PROFIT SHARING PLAN AND TRUST | HUDSON OH | 373 | $20.2M | $52K |
| 10 | KENO KOZIE SERVICES, LLC KENO KOZIE SERVICES 401(K) PLAN | CHICAGO IL | 0 | $0 | $40K |
