Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding PIF Small Cap R6 in their Schedule of Assets, totaling $7.9M 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 | THE PAPE' GROUP, INC. THE PAPE' GROUP, INC. PROFIT SHARING 401(K) PLAN | EUGENE OR | 4,462 | $441.8M | $2.4M |
| 2 | CHATHAM FINANCIAL CHATHAM FINANCIAL CORPORATION 401(K) PLAN | KENNETT SQUARE PA | 632 | $234.3M | $2.3M |
| 3 | KORTE CONSTRUCTION COMPANY THE RALPH KORTE ENTERPRISES PROFIT-SHARING/THRIFT PLAN |
HIGHLAND IL |
| 218 |
| $52.8M |
| $776K |
| 4 | GUSMER ENTERPRISES, INC. GUSMER ENTERPRISES INC. EMPLOYEES 401(K) SAVINGS AND PROFIT SHARING RETIREMENT PLAN | MOUNTAINSIDE NJ | 301 | $74.9M | $618K |
| 5 | U.S. FACILITIES, INC. U.S. FACILITIES, INC. 401(K) RETIREMENT PLAN | PHILADEPHIA PA | 623 | $29.9M | $583K |
| 6 | MCGREGOR COMPANY THE MCGREGOR COMPANY QUALIFIED PROFIT SHARING 401(K) PLAN | COLFAX WA | 420 | $78.9M | $574K |
| 7 | GLOBAL INDUSTRIAL COMPANY GLOBAL INDUSTRIAL COMPANY 401(K) PLAN | PORT WASHINGTON NY | 1,239 | $110.1M | $350K |
| 8 | KHS USA, INC. KHS USA, INC. PROFIT SHARING PLAN | WAUKESHA WI | 349 | $53.3M | $172K |
| 9 | SOFTSERVE, INC. SOFTSERVE, INC. 401(K) PLAN | FORT MYERS FL | 285 | $25.9M | $150K |
