Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Systematic Growth Fund Mutual Fund in their Schedule of Assets, totaling $1.6M 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 | ST. VINCENT HOSPITAL CHRISTUS ST. VINCENT RETIREMENT PLAN | SANTA FE NM | 2,361 | $176.9M | $1.6M |
| 2 | BEHAVIORAL HEALTH RESOURCES BEHAVIORAL HEALTH RESOURCES RETIREMENT PLAN | OLYMPIA WA | 141 | $5.6M | $33K |
| 3 | VISIONS/SERVICES FOR THE BLIND AND VISUALLY IMPAIRED, INC. |
NEW YORK NY |
| 142 |
| $16.1M |
| $9K |
| 4 | MERCER UNIVERSITY MERCER UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | MACON GA | 1,938 | $558.7M | $7K |
| 5 | MIAMI COUNTRY DAY SCHOOL MIAMI COUNTRY DAY SCHOOL RETIREMENT PLAN | MIAMI FL | 384 | $52.8M | $6K |
