Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Small-Cap Growth Fund Pooled Separate Account in their Schedule of Assets, totaling $505K 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 | FLORIDA WEST COAST SYMPHONY, INC. D/B/A SARASOTA ORCHESTRA 403(B) THRIFT PLAN FOR EMPLOYEES OF FLORIDA WEST COAST SYMPHONY, INC. D/B/A SARASOTA ORCHESTRA | SARASOTA FL | 191 | $10.3M | $174K |
| 2 | METHODIST HEALTH, INC. METHODIST HOSPITAL, INC. 403(B) PLAN | HENDERSON KY | 0 | $22.7M | $109K |
| 3 | CHAPMAN AUTOMOTIVE GROUP, L.L.C. |
CHANDLER AZ |
| 1,863 |
| $94.3M |
| $79K |
| 4 | SATCO PRODUCTS, INC. SATCO PRODUCTS, INC. 401(K) PLAN | BRENTWOOD NY | 310 | $26.8M | $66K |
| 5 | OREGON SHAKESPEARE FESTIVAL ASSOCIATION OREGON SHAKESPEARE FESTIVAL ASSOCIATION 403(B) PLAN | ASHLAND OR | 385 | $7.4M | $48K |
| 6 | THE ARC OF HUNTERDON COUNTY 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF THE ARC OF HUNTERDON COUNTY, INC. | HAMPTON NJ | 300 | $6.0M | $11K |
| 7 | GOOD SHEPHERD HEALTH CARE SYSTEM GOOD SHEPHERD HEALTH CARE SYSTEM TAX SHELTERED RETIREMENT PLAN | HERMISTON OR | 954 | $92.5M | $7K |
| 8 | KERECIS, LLC KERECIS, LLC 401(K) PLAN | ARLINGTON VA | 460 | $10.4M | $6K |
| 9 | NORTHWEST COLORADO VISTING NURSE ASSOCIATION NORTHWEST COLORADO HEALTH RETIREMENT PLAN | STEAMBOAT SPRINGS CO | 167 | $7.7M | $6K |
