Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Small Cap Growth in their Schedule of Assets, totaling $3.8M 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 | SAG, LLC. SOFTWARE AG USA, INC. PROFIT SHARING PLAN | RESTON VA | 521 | $254.8M | $1.1M |
| 2 | SAG, LLC. SOFTWARE AG, LLC PROFIT SHARING PLAN | RESTON VA | 241 | $231.1M | $940K |
| 3 | AJS SHARED SERVICES, LLC AJS SHARED SERVICES, LLC 401(K) PLAN |
WARREN NJ |
| 304 |
| $44.1M |
| $528K |
| 4 | HOSPICE OF HENDERSON COUNTY, INC. HOSPICE OF HENDERSON COUNTY, INC. RETIREMENT PLAN | FLAT ROCK NC | 446 | $11.8M | $387K |
| 5 | AMPLER QSR, LLC AMPLER GROUP 401(K) PLAN | PITTSBURG KS | 1,684 | $14.9M | $266K |
| 6 | LEON N. WEINER ASSOCIATES, INC. LNWAI/ARBOR MANAGEMENT 401(K) PLAN | WILMINGTON DE | 234 | $21.4M | $246K |
| 7 | SPORT CHEVROLET COMPANY LLC SPORT CHEVROLET HONDA 401(K) PLAN | SILVER SPRING MD | 181 | $17.1M | $137K |
| 8 | LOS ANGELES RAMS, LLC LOS ANGELES RAMS 401(K) PLAN | AGOURA HILLS CA | 349 | $39.8M | $84K |
| 9 | AVALON RISK MANAGEMENT INSURANCE AGENCY LLC AVALON RISK MANAGEMENT 401(K) PLAN | SCHAUMBURG IL | 138 | $18.7M | $54K |
| 10 | ANMED HEALTH ANMED HEALTH 401(A) RETIREMENT PLAN | ANDERSON SC | 3,906 | $117.2M | $20K |
