Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 25 U.S. retirement plans report holding Small-Cap Index in their Schedule of Assets, totaling $617.8M 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 | NOVARTIS CORPORATION NOVARTIS CORPORATION DC MASTER TRUST | EAST HANOVER NJ | 0 | $9.8B | $305.8M |
| 2 | ALCON VISION, LLC ALCON MASTER TRUST | FORT WORTH TX | — | $4.0B | $162.2M |
| 3 | SAP AMERICA, INC. SAP AMERICA, INC. 401(K) PLAN | NEWTOWN SQUARE |
| 16,587 |
| $8.1B |
| $123.0M |
| 4 | BOARD OF TRUSTEES, ENTERTAINMENT INDUSTRY 401(K) PLAN ENTERTAINMENT INDUSTRY 401(K) PLAN | LOS ANGELES CA | 30,812 | $723.3M | $13.7M |
| 5 | BOARD OF TRUSTEES, SOUTHERN CALIFORNIA SHEET METAL SOUTHERN CALIFORNIA SHEET METAL WORKERS' 401(A) PLAN | SAN JOSE CA | 4,074 | $490.0M | $6.6M |
| 6 | NORAMCO LLC NORAMCO, LLC SAVINGS PLAN | WILMINGTON DE | 389 | $66.0M | $1.8M |
| 7 | SKECHERS USA, INC. SKECHERS USA, INC. 401(K) PROFIT SHARING PLAN | MANHATTAN BEACH CA | 10,693 | $237.0M | $1.7M |
| 8 | MACELREE HARVEY, LTD. MACELREE, HARVEY, LTD. 401(K) PLAN | WEST CHESTER PA | 75 | $24.8M | $656K |
| 9 | AJS SHARED SERVICES, LLC AJS SHARED SERVICES, LLC 401(K) PLAN | WARREN NJ | 304 | $44.1M | $649K |
| 10 | CENTURY KITCHENS, INC. THE CENTURY 401(K) PLAN | COLMAR PA | 251 | $30.7M | $298K |
