Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding LSV Small Cap Fund - Inst in their Schedule of Assets, totaling $415K 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 | NEWARK MORNING LEDGER CO. NEW JERSEY MAILERS LOCAL 1100 S-L/WSJ PENSION PLAN | NEWARK NJ | 79 | $13.1M | $257K |
| 2 | ASHLEY, INC. ASHLEY, INC. RETIREMENT PLAN | HAVRE DE GRACE MD | 250 | $19.9M | $158K |