Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding SEI Small Cap Fund " in their Schedule of Assets, totaling $56.7M 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 | SEI INVESTMENTS COMPANY SEI CAPITAL ACCUMULATION PLAN | OAKS PA | 4,327 | $881.8M | $43.8M |
| 2 | UNITIL SERVICE CORP. UNITIL CORPORATION RETIREMENT PLAN | HAMPTON NH | 153 | $178.7M | $8.4M |
| 3 | NORTON HEALTHCARE, INC. NORTON HEALTHCARE, INC. RETIREMENT PLAN |
LOUISVILLE KY |
| 2,345 |
| $168.7M |
| $2.3M |
| 4 | BOARD OF TRUSTEES, STEELWORKERS WESTERN INDEPENDENT STEELWORKERS WESTERN INDEPENDENT SHOPS PENSION PLAN | PLEASANTON CA | 505 | $123.5M | $2.2M |
