Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Small Cap Special Value Fund Pooled separate account in their Schedule of Assets, totaling $169K 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 | GOOD SHEPHERD HEALTH CARE SYSTEM GOOD SHEPHERD HEALTH CARE SYSTEM TAX SHELTERED RETIREMENT PLAN | HERMISTON OR | 954 | $92.5M | $75K |
| 2 | CATHEDRAL SQUARE CORPORATION 403(B) THRIFT PLAN OF CATHEDRAL SQUARE CORPORATION | SOUTH BURLINGTON VT | 144 | $12.6M | $48K |
| 3 | METHODIST HEALTH, INC. |
HENDERSON KY |
| 0 |
| $22.7M |
| $40K |
| 4 | OREGON SHAKESPEARE FESTIVAL ASSOCIATION OREGON SHAKESPEARE FESTIVAL ASSOCIATION 403(B) PLAN | ASHLAND OR | 385 | $7.4M | $6K |
