Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Touchstone Mid-Cap A in their Schedule of Assets, totaling $5.5M 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 | TUCKAHOE ORTHOPAEDIC ASSOCIATES, LTD. TUCKAHOE ORTHOPAEDIC ASSOCIATES, LTD. 401(K) PLAN | RICHMOND VA | 25 | $42.3M | $2.4M |
| 2 | SAFE FLEET ACQUISITION CORP. SAFE FLEET ACQUISITION CORP 401(K) PLAN | BELTON MO | 1,335 | $67.4M | $1.6M |
| 3 | HOWARD/STEIN-HUDSON ASSOCIATES, INC |
BOSTON MA |
| 96 |
| $16.4M |
| $700K |
| 4 | MCCANDLISH HOLTON, PC MCCANDLISH HOLTON, PC 401(K) PROFIT-SHARING PLAN | RICHMOND VA | 85 | $23.1M | $448K |
| 5 | MFXCHANGE US, INC. MFXCHANGE US, INC. EMPLOYEE RETIREMENT PLAN | MORRIS PLAINS NJ | 46 | $17.1M | $323K |
| 6 | GARRISON, INC. GARRISON, INC. 401(K) RETIREMENT SAVINGS PLAN | VINEMONT AL | 570 | $28.3M | $86K |
