Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Small-Cap Growth Index Fund Mutual fund in their Schedule of Assets, totaling $26.6M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | RESEARCH TRIANGLE INSTITUTE RETIREMENT PLAN OF RESEARCH TRIANGLE INSTITUTE | RESEARCH TRIANGLE PARK NC | 3,759 | $1.2B | $26.2M |
| 2 | HIGHFIVE DENTAL HOLDCO, LLC HIGHFIVE HEALTHCARE 401(K) PLAN | HOMEWOOD AL | 629 | $40.8M | $218K |
| 3 | GABRIELLA WHITE, LLC GABRIELLA WHITE, LLC 401(K) PLAN |
PELHAM AL |
| 327 |
| $13.4M |
| $139K |
| 4 | THERMALEX, INC. THERMALEX, INC. 401(K) PLAN | MONTGOMERY AL | 118 | $4.4M | $19K |
| 5 | THE ARC/MORRIS COUNTY CHAPTER, NJ 403B THRIFT PLAN FOR EMPLOYEES OF THE ARC/MORRIS COUNTY CHAPTER (NJ), INC. | MORRIS PLAINS NJ | 379 | $7.7M | $16K |
| 6 | RESEARCH TRIANGLE INSTITUTE RTI BUSINESS SEGMENT 401(K) PLAN | RESEARCH TRIANGLE PAR NC | 101 | $936K | $2K |
