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 Registered Investment Company in their Schedule of Assets, totaling $766K 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 | STE. MICHELLE WINE ESTATES, LLC STE. MICHELLE WINE ESTATES LLC 401(K) PLAN | WOODINVILLE WA | 727 | $51.2M | $766K |
