Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Bridgeway Bridgeway Small Cap Value-N in their Schedule of Assets, totaling $856K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | EASTMAN & SMITH LTD. EASTMAN & SMITH LTD. PROFIT SHARING AND SAVINGS PLAN AND TRUST | TOLEDO OH | 119 | $106.2M | $832K |
| 2 | MONTEREY PACIFIC, LLC MONTEREY PACIFIC, LLC RETIREMENT PLAN | SOLEDAD CA | 245 | $8.9M | $24K |