Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Touchstone Small Company Y Fund " in their Schedule of Assets, totaling $358K 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 | GW&K INVESTMENT MANAGEMENT, LLC GW&K 401(K) SAVINGS PLAN | BOSTON MA | 181 | $64.8M | $166K |
| 2 | GW&K INVESTMENT MANAGEMENT, LLC GW&K 401(K) SAVINGS PLAN | BOSTON MA | 186 | $55.6M | $134K |
| 3 | THE SWIFT GROUP HOLDINGS, LLC THE SWIFT GROUP 401(K) PROFIT SHARING PLAN |
RESTON VA |
| 304 |
| $44.2M |
| $58K |
