Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding PIF Small Cap Value II R6 Mutual fund in their Schedule of Assets, totaling $1.6M 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 | AVM, L.P. AVM, L.P. PROFIT SHARING PLAN | BOCA RATON FL | 77 | $74.5M | $1.5M |
| 2 | W. ATLEE BURPEE AND COMPANY THE BURPEE RETIREMENT SAVINGS PLAN | WARMINSTER PA | 171 | $19.1M | $177K |
