Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Bp Sm Cap Val Ii Is Mutual Fund N/A in their Schedule of Assets, totaling $3.5M 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 | COVIA HOLDINGS LLC COVIA RETIREMENT SAVINGS PLAN | INDEPENDENCE OH | 1,520 | $247.1M | $3.5M |
