Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Small Cap Value Fund III Fee Class R1 in their Schedule of Assets, totaling $5.2M 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 | ANDERSON TRUCKING SERVICE, INC. ANDERSON TRUCKING SERVICE, INC. PROFIT SHARING AND 401(K) PLAN | ST. CLOUD MN | 1,445 | $97.0M | $4.6M |
| 2 | BSA WORLDWIDE HOLDINGS, LLC BSA FAMILY OF COMPANIES 401(K) PLAN | ST. CLOUD MN | 130 | $12.7M | $503K |
| 3 | TRANS-TECH ENERGY, LLC |
MCGREGOR TX |
| 577 |
| $26.2M |
| $31K |
| 4 | FAMILY CARE CENTER, PLLC FAMILY CARE CENTER, PLLC RETIREMENT PLAN | LONE TREE CO | 763 | $10.4M | $30K |
| 5 | HULST-JEPSEN PHYSICAL THERAPY HULST-JEPSEN PHYSICAL THERAPY 401(K) PLAN | GRAND RAPIDS MI | 143 | $10.0M | $18K |
