Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding John Hancock Life Insurance Company T. Rowe Price Sml Cap Val in their Schedule of Assets, totaling $88K 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 | UNIVERSAL HEALTHCARE MANAGEMENT UHM RAINY DAY FUND | CHICAGO IL | 1,361 | $5.3M | $83K |
| 2 | SCULLY SIGNAL COMPANY SCULLY SIGNAL COMPANY 401(K) PROFIT SHARING PLAN | WILMINGTON MA | 89 | $12.4M | $3K |
| 3 | HERITAGE HOTELS AND RESORTS, INC. HERITAGE 401(K) PLAN |
ALBUQUERQUE NM |
| 1,234 |
| $1.8M |
| $2K |
