Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding COL SM CAP VAL II S in their Schedule of Assets, totaling $511K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | ORION ORION 401(K) RETIREMENT PLAN | HOUSTON TX | 1,684 | $82.8M | $497K |
| 2 | MIROMAR DEVELOPMENT CORPORATION MIROMAR DEVELOPMENT CORPORATION 401(K) PLAN | ESTERO FL | 264 | $9.1M | $14K |
