Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 17 U.S. retirement plans report holding Small-Cap Growth Fund in their Schedule of Assets, totaling $11.9M 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 | 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 | WILLIAM BARNET & SON, LLC WILLIAM BARNET & SON, LLC EMPLOYEES' 401(K) SAVINGS PLAN |
SPARTANBURG SC |
| 219 |
| $21.8M |
| $1.2M |
| 4 | VIEWSONIC CORPORATION VIEWSONIC CORPORATION 401(K) PLAN AND TRUST | BREA CA | 267 | $46.8M | $871K |
| 5 | LOYOLA UNIVERSITY OF CHICAGO ATTN BENEFITS DEPARTMENT LOYOLA UNIVERSITY CHICAGO DEFINED CONTRIBUTION RETIREMENT PLAN | CHICAGO IL | 2,890 | $1.2B | $271K |
| 6 | GRODEN CENTER, INC. THE GRODEN CENTER, INC. 401(K) PROFIT SHARING PLAN | PROVIDENCE RI | 632 | $18.8M | $253K |
| 7 | THE VARIABLE ANNUITY LIFE INSURANCE COMPANY VALIC AGENTS AND MANAGERS RETIREMENT PLAN | HOUSTON TX | 85 | $17.2M | $191K |
| 8 | GRODEN CENTER, INC. GRODEN CENTER, INC. TAX-DEFERRED ANNUITY PLAN | PROVIDENCE RI | 65 | $8.4M | $99K |
| 9 | EASTERN LOS ANGELES REGIONAL CENTER FOR THE DEVELOPMENTALLY DISABLED TAX DEFERRED ANNUITY PLAN OF EASTERN LOS ANGELES REGIONAL CENTER FOR THE DEVELOPMENTALLY DISABLED, INC. | ALHAMBRA CA | 460 | $10.7M | $68K |
| 10 | UPMC WESTERN MARYLAND CORPORATION UPMC WESTERN MARYLAND 403(B) SAVINGS PLAN | CUMBERLAND MD | 1,293 | $81.6M | $26K |
