Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 18 U.S. retirement plans report holding FID Small Cap Value in their Schedule of Assets, totaling $8.5M 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 | CHATHAM FINANCIAL CHATHAM FINANCIAL CORPORATION 401(K) PLAN | KENNETT SQUARE PA | 632 | $234.3M | $3.6M |
| 2 | THE MISSION ESSENTIAL GROUP, LLC MISSION ESSENTIAL GROUP, LLC RETIREMENT PLAN | NEW ALBANY OH | 885 | $39.8M | $977K |
| 3 | DENT NEUROLOGIC GROUP DENT NEUROLOGIC GROUP 401(K) PLAN |
AMHERST NY |
| 517 |
| $52.2M |
| $799K |
| 4 | SHERWOOD CONSTRUCTION CO., INC. SHERWOOD CONSTRUCTION CO. INC. SAVINGS AND PROFIT SHARING PLAN | WICHITA KS | 1,102 | $70.2M | $753K |
| 5 | LONGVIEW POWER, LLC LONGVIEW POWER, LLC 401(K) PLAN | MAIDSVILLE WV | 153 | $30.9M | $629K |
| 6 | CBC ACQUISITION, LLC DBA CITY BREWING CO., LLC CITY BREWING COMPANY HOURLY 401(K) PLAN | LA CROSSE WI | 407 | $43.2M | $423K |
| 7 | PAYLINK PAYMENT PLANS, LLC PAYLINK PAYMENT PLANS, LLC 401(K) PLAN | CHICAGO IL | 137 | $13.5M | $296K |
| 8 | MONMOUTH UNIVERSITY, INC. MONMOUTH UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | WEST LONG BRANCH NJ | 966 | $359.0M | $285K |
| 9 | CBC ACQUISITION, LLC DBA CITY BREWING CO., LLC CITY BREWING COMPANY SALARIED 401(K) PLAN | LA CROSSE WI | 517 | $33.2M | $177K |
| 10 | CBC LATROBE ACQUISITION, LLC CBC U 401(K) PLAN | LACROSSE WI | 754 | $19.1M | $169K |
