Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding Small-Cap Stock Fund " in their Schedule of Assets, totaling $71.5M 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 | DARTMOUTH-HITCHCOCK CLINIC DARTMOUTH-HITCHCOCK RETIREMENT PLAN | LEBANON NH | 11,618 | $904.7M | $40.4M |
| 2 | JOHN HANCOCK LIFE INSURANCE COMPANY U.S.A MASTER TRUST FOR THE INVESTMENT - INCENTIVE PLAN FOR JOHN HANCOCK EMPLOYEES, TIP AND THE JOHN HANCOCK SAVINGS AND INVESTMENT PLAN, SIP | BOSTON MA | — | $2.5B | $29.9M |
| 3 |
GREENVILLE SC |
| 201 |
| $32.6M |
| $947K |
| 4 | LITTLE RIVER BAND OF OTTAWA INDIANS LITTLE RIVER BAND OF OTTAWA INDIANS 401K PROFIT SHARING PLAN & TRUST | MANISTEE MI | 190 | $8.8M | $118K |
| 5 | AYLSTOCK, WITKIN, KREIS & OVERHOLTZ, P.L.C. AYLSTOCK, WITKIN, KREIS, & OVERHOLTZ, PLC 401(K) PROFIT SHARING PLAN | PENSACOLA FL | 234 | $20.7M | $105K |
| 6 | ALMON, INC. ALMON, INC. 401(K) PLAN | WAUKESHA WI | 123 | $13.4M | $41K |
| 7 | PEN AIR CREDIT UNION PEN AIR CREDIT UNION 401(K) PLAN | PENSACOLA FL | 375 | $37.5M | $6K |
| 8 | STAR DISTRIBUTORS INC STAR DISTRIBUTORS, INC. 401(K) SAVINGS PLAN | WEST HAVEN CT | 302 | $36.7M | $3K |
| 9 | NEW ENGLAND WIRE TECHNOLOGIES CORP. NEW ENGLAND WIRE TECHNOLOGIES CORP. 401(K) PLAN | LISBON NH | 404 | $30.7M | $2K |
| 10 | PMC HOSPITAL, LLC PATIENTS MEDICAL CENTER 401(K) PLAN | PASADENA TX | 420 | $17.9M | $1K |
