Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Touchstone Touchstone Mid Cap Fund Class Y in their Schedule of Assets, totaling $1.3M 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 | HCI-BULLDOG, LLC BULLDOG GROUP 401(K) PLAN | KERNERSVILLE NC | 183 | $7.5M | $570K |
| 2 | THE MOREY ORGANIZATION, INC. MOREY ORGANIZATION 401(K) RETIREMENT PLAN | WILDWOOD NJ | 191 | $22.8M | $540K |
| 3 | WHITE OAK MANAGEMENT, INC. WHITE OAK MANAGEMENT, INC. RETIREMENT PLAN |
SPARTANBURG SC |
| 2,596 |
| $25.5M |
| $186K |
