Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Bridgeway Small-Cap Value Mutual fund in their Schedule of Assets, totaling $777K 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 | QUALITY VISION INTERNATIONAL INC. QVI PROFIT SHARING RETIREMENT PLAN | ROCHESTER NY | 272 | $19.5M | $349K |
| 2 | CITIZENS BANK MINNESOTA CITIZENS BANK MINNESOTA 401(K) RETIREMENT PLAN | NEW ULM MN | 106 | $18.7M | $229K |
| 3 | BIG STONE THERAPIES, INC. BIG STONE THERAPIES, INC. RETIREMENT PLAN |
BIG STONE CITY SD |
| 579 |
| $23.0M |
| $200K |
