Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Small Cap Special Value Fund Mutual Fund N/A in their Schedule of Assets, totaling $35K 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 | WINSLOW MEMORIAL HOSPITAL LITTLE COLORADO MEDICAL CENTER PENSION PLAN | WINSLOW AZ | 275 | $18.3M | $32K |
| 2 | OZARKS AREA COMMUNITY ACTION CORPORATION OACAC MATCHING PLAN | SPRINGFIELD MO | 449 | $8.3M | $3K |
