Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 28 U.S. retirement plans report holding INV SM CAP VAL R6 in their Schedule of Assets, totaling $10.9M 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 | SWIFT TECHNICAL SERVICES, LLC AIRSWIFT OIL AND GAS 401(K) PROFIT SHARING PLAN | HOUSTON TX | 1,274 | $71.9M | $2.4M |
| 2 | KEN GANLEY COMPANIES KEN GANLEY COMPANIES RETIREMENT SAVINGS PLAN | BROADVIEW OH | 1,899 | $54.0M | $1.6M |
| 3 | SWIFT TECHNICAL SERVICES, LLC |
HOUSTON TX |
| 541 |
| $50.8M |
| $1.2M |
| 4 | FAREVA RICHMOND, INC FAREVA US SAVINGS PLAN 001 | HENRICO VA | 528 | $35.7M | $888K |
| 5 | KITSON & PARTNERS MANAGEMENT SER KITSON & PARTNERS MANAGEMENT SERVICES, INC. 401(K) PLAN | PALM BEACH GARDENS FL | 205 | $22.6M | $848K |
| 6 | HYUNDAI TRANSLEAD HYUNDAI TRANSLEAD EMPLOYEE SAVINGS AND RETIREMENT PLAN | SAN DIEGO CA | 195 | $36.7M | $749K |
| 7 | CALICO BRANDS, INC. CALICO BRANDS, INC. 401(K) PLAN | ONTARIO CA | 112 | $18.0M | $631K |
| 8 | LIMINEX, INC. LIMINEX, INC.DBA GOGUARDIAN RETIREMENT TRUST | EL SEGUNDO CA | 390 | $28.4M | $476K |
| 9 | QUAKER FORD INC. DBA NEMER FORD QUAKER FORD INC. DBA NEMER FORD 401(K ) PROFIT SHARING PLAN & TR | QUEENSBURY NY | 122 | $4.5M | $432K |
| 10 | SHAKE-N-GO FASHION, INC. SHAKE-N-GO FASHION INC. 401(K) PROFIT SHARING PLAN & TRUST | PORT WASHINGTON NY | 187 | $59.9M | $286K |
