Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Small Cap Growth Fund II R1 in their Schedule of Assets, totaling $592K 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 | THERMOFLEX CORP. THERMOFLEX CORP. 401(K) PLAN | WAUKEGAN IL | 815 | $12.0M | $262K |
| 2 | CONTENTSTACK INC. CONTENTSTACK INC. 401(K) PLAN | SAN FRANCISCO CA | 132 | $8.3M | $137K |
| 3 | CANAL STREET BREWING CO. LLC DBA FOUNDERS BREWING COMPANY FOUNDERS BREWING COMPANY 401(K) PROFIT SHARING PLAN |
GRAND RAPIDS MI |
| 472 |
| $38.1M |
| $120K |
| 4 | KENO KOZIE SERVICES, LLC KENO KOZIE SERVICES 401(K) PLAN | CHICAGO IL | 0 | $0 | $40K |
| 5 | PROCEDE SOFTWARE LP PROCEDE SOFTWARE 401(K) PLAN | SOLANA BEACH CA | 132 | $8.7M | $20K |
| 6 | VINE DINING ENTERPRISES, INC. VINE HOSPITALITY 401(K) PLAN | SAN JOSE CA | 320 | $2.1M | $13K |
| 7 | HEARTH MANAGEMENT, LLC HEARTH MANAGEMENT, LLC RETIREMENT PLAN | BINGHAMTON NY | 153 | $4.4M | $5 |
