Review tier — not indexed. Named-investment reverse lookup pending name canonicalization. The same lookup ships in advanced search.
Small CAP Value Fund
Common / Collective TrustBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 336 retirement plans report an interest in this investment, totaling $20.8M in reported end-of-year interest. Plans are ranked by reported interest.
Plans holding
336
Reported interest (EOY)
$20.8M
Data source
DOL Form 5500 · Schedule D
Plans holding Small CAP Value Fundranked by reported interest
Unlock full list (Pro)| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | HANTZ GROUP INC. HANTZ GROUP RETIREMENT SAVINGS PLAN | SOUTHFIELD MI | 600 | $82.3M | $1.8M |
| 2 | 1932 INVESTORS LLC 1932 INVESTORS LLC INVESTMENT SAVINGS PLAN | LOS ANGELES CA | 0 | — | $971K |
| 3 | MILLER PRODUCTS, INC. MILLER PRODUCTS, INC. 401(K) PLAN | SEBRING OH | 305 | $25.2M | $944K |
| 4 | DANVILLE METAL STAMPING COMPANY, INC. DANVILLE METAL STAMPING COMPANY, INC. EMPLOYEES' SAVINGS PLAN | DANVILLE IL | 348 | $22.9M | $655K |
| 5 | VERSA PRESS INC VERSA PRESS INC EMPLOYEES RETIREMENT PLAN AND TRUST | EAST PEORIA IL | 215 | $38.8M | $527K |
| 6 | UNIVERSITY OF MOUNT OLIVE UNIVERSITY OF MOUNT OLIVE 401(K) PLAN | MOUNT OLIVE NC | 186 | $28.1M | $514K |
| 7 | EXCLUSIVE RESORTS, LLC EXCLUSIVE RESORTS, LLC 401(K) PLAN | DENVER CO | 232 | $30.9M | $472K |
| 8 | SUNRISE ENGINEERING, INC. SUNRISE ENGINEERING 401(K) PLAN | FILLMORE UT | 468 | $28.3M | $471K |
| 9 | EAGLE TECHNOLOGIES, INC. EAGLE TECHNOLOGIES, INC. 401(K) PROFIT SHARING PLAN AND TRUST | ARLINGTON VA | 30 | $12.8M | $416K |
| 10 | RICHARD DESIGN SERVICES, INC. RICHARD DESIGN SERVICES, INC. - FULL-TIME REGULAR 401(K) PLAN | BEAUMONT TX | 596 | $104.1M | $350K |
See all 336 plans holding Small CAP Value Fund
You’re seeing the top 10. Pro unlocks the full ranked list — every plan reporting this investment, with sponsor contacts — for $49/mo.
Upgrade to Pro