Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Small Cap Growth Fund Separate Account 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.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | NASHOBA LEARNING GROUP, INC. 403(B) THRIFT PLAN OF NASHOBA LEARNING GROUP, INC. | BEDFORD MA | 302 | $8.0M | $58K |
| 2 | BURRELL-PREFERRED, INC. DBA BRIGHTLI BRIGHTLI RETIREMENT SAVINGS PLAN | SPRINGFIELD MO | 6,519 | $94.8M | $48K |
| 3 | JEFFERSON CENTER FOR MENTAL HEALTH |
WHEAT RIDGE CO |
| 736 |
| $3.8M |
| $32K |
