Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 51 U.S. retirement plans report holding Small-Cap Value Fund in their Schedule of Assets, totaling $83.4M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | JOHN HANCOCK LIFE INSURANCE COMPANY U.S.A MASTER TRUST FOR THE INVESTMENT - INCENTIVE PLAN FOR JOHN HANCOCK EMPLOYEES, TIP AND THE JOHN HANCOCK SAVINGS AND INVESTMENT PLAN, SIP | BOSTON MA | — | $2.5B | $47.6M |
| 2 | TEXAS HEALTH RESOURCES TEXAS HEALTH 401(K) RETIREMENT PLAN | ARLINGTON TX | 29,435 | $3.3B | $20.2M |
| 3 | EPSON AMERICA, INC. |
LOS ALAMITOS CA |
| 1,486 |
| $457.1M |
| $4.2M |
| 4 | HYUNDAI MOTOR AMERICA HYUNDAI MOTOR AMERICA PROFIT SHARING RETIREMENT PLAN | FOUNTAIN VALLEY CA | 1,298 | $365.1M | $3.6M |
| 5 | HYUNDAI CAPITAL AMERICA HYUNDAI CAPITAL AMERICA PROFIT SHARING RETIREMENT PLAN | IRVINE CA | 1,603 | $258.3M | $2.0M |
| 6 | BREMBO NORTH AMERICA, INC. BREMBO NORTH AMERICA, INC. EMPLOYEES' 401(K) RETIREMENT SAVINGS PLAN | PLYMOUTH MI | 732 | $63.0M | $1.1M |
| 7 | ADENA HEALTH SYSTEM ADENA HEALTH SYSTEM TAX DEFERRED ANNUITY/MATCHED SAVINGS PLAN | CHILLICOTHE OH | 4,838 | $240.5M | $866K |
| 8 | DENNIS K. BURKE, INC. DENNIS K. BURKE, INC. PROFIT SHARING AND 401(K) PLAN | TAUNTON MA | 160 | $21.5M | $761K |
| 9 | DIRECTORS GUILD OF AMERICA, INC. DIRECTORS GUILD OF AMERICA, INC. EMPLOYEES' SAVINGS AND INVESTMENT PLAN | LOS ANGELES CA | 206 | $39.8M | $507K |
| 10 | READY PAC PRODUCE, INC. READY PAC FOODS, INC. 401(K) RETIREMENT SAVINGS PLAN | IRWINDALE CA | 2,457 | $66.4M | $334K |
