Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 29 U.S. retirement plans report holding SM CAP VALUE II I1 in their Schedule of Assets, totaling $5.6M 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 | ANKURA CONSULTING GROUP, LLC ANKURA CONSULTING GROUP, LLC SAVINGS PLAN | WASHINGTON DC | 1,376 | $230.5M | $1.7M |
| 2 | THE EDUCE GROUP THE EDUCE GROUP RETIREMENT SAVINGS PLAN | BETHESDA MD | 92 | $18.7M | $361K |
| 3 | ASTRIX TECHNOLOGY, LLC ASTRIX TECHNOLOGY, LLC 401(K) PLAN |
RED BANK NJ |
| 589 |
| $21.8M |
| $338K |
| 4 | BELLOTA AGRISOLUTIONS AND TOOLS VENANPRI GROUP 401(K) PLAN | ROCK ISLAND IL | 341 | $14.6M | $318K |
| 5 | CARTESIAN, INC. CARTESIAN 401(K) / PROFIT SHARING PLAN | OVERLAND PARK KS | 76 | $17.2M | $264K |
| 6 | BIZERBA USA, INC. BIZERBA USA, INC. 401(K) PLAN | JOPPA MD | 345 | $28.5M | $241K |
| 7 | BANK OF CHARLES TOWN BANK OF CHARLES TOWN 401(K) RETIREMENT SAVINGS PLAN | CHARLES TOWN WV | 123 | $11.4M | $240K |
| 8 | INTEGRICHAIN, INC. INTEGRICHAIN, INC. 401(K) PLAN | PHILADELPHIA PA | 396 | $36.7M | $228K |
| 9 | TRIBALCO, LLC TRIBALCO, LLC 401(K) PLAN | BETHESDA MD | 193 | $11.7M | $217K |
| 10 | RAPPAPORT MANAGEMENT COMPANY RAPPAPORT MANAGEMENT COMPANY 401(K) PLAN | MCLEAN VA | 114 | $15.2M | $202K |
