Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Wellington Trust Company CIF II Small Mid Cap Research Equity S4 in their Schedule of Assets, totaling $4.4M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | BOARD OF TRUSTEES, I.A.T.S.E. LOCAL 33 SECTION 401(K) I.A.T.S.E. LOCAL 33 SECTION 401(K) PLAN | LOS ANGELES CA | 8,243 | $381.0M | $4.4M |
