Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding FA SM CAP VAL I in their Schedule of Assets, totaling $172K 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 | INSULATIONS, L.L.C. INSULATIONS, INC. 401(K) PLAN | HARAHAN LA | 1,051 | $9.1M | $87K |
| 2 | HEALTHAXIS GROUP, LLC HEALTHAXIS GROUP, LLC 401(K) PLAN | TAMPA FL | 207 | $16.8M | $69K |
| 3 | AMERICAN FARM BUREAU FEDERATION AMERICAN FARM BUREAU FEDERATION EMPLOYEES SAVINGS TRUST |
WASHINGTON DC |
| 99 |
| $20.3M |
| $17K |
