Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Wilmington Trust Small Cap Growth Fund II Fee Class R1 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.
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 | TREK BICYCLE CORPORATION TREK BICYCLE CORPORATION 401(K) PLAN | WATERLOO WI | 2,445 | $245.3M | $4.1M |
| 2 | LEGACY HEALTHCARE FINANCIAL SERVICES, LLC LEGACY HEALTHCARE 401(K) RETIREMENT PLAN | SKOKIE IL | 6,840 | $104.8M | $146K |
| 3 | OUTBOX SYSTEMS, INC. SIMPLUS 401(K) RETIREMENT PLAN |
LEHI UT |
| 173 |
| $17.3M |
| $137K |
| 4 | DATASSENTIAL, INC. DATASSENTIAL, INC. 401(K) PLAN | CHICAGO IL | 126 | $12.1M | $84K |
| 5 | MDRS HOLDINGS, INC. MDRS HOLDINGS, INC. 401(K) PROFIT SHARING PLAN | SAN DIEGO CA | 458 | $6.6M | $2K |
