Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding Small Cap Value Fund Mutual fund in their Schedule of Assets, totaling $2.5M 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 | VERMEER MIDWEST, INC. VERMEER-MIDWEST RETIREMENT PLAN | GOODFIELD IL | 311 | $77.3M | $1.1M |
| 2 | KNOWLAN'S SUPER MARKETS, INC. KNOWLAN'S SUPERMARKETS, INC. 401(K) RETIREMENT SAVINGS PLAN | VADNAIS HEIGHTS MN | 443 | $23.7M | $519K |
| 3 | ST. VINCENT HOSPITAL CHRISTUS ST. VINCENT RETIREMENT PLAN |
SANTA FE NM |
| 2,361 |
| $176.9M |
| $378K |
| 4 | BUILDING & EARTH SCIENCES, INC. BUILDING & EARTH SCIENCES, INC. 401(K) PLAN | IRONDALE AL | 257 | $15.0M | $163K |
| 5 | VISIONS/SERVICES FOR THE BLIND AND VISUALLY IMPAIRED, INC. VISIONS/SERVICES FOR THE BLIND AND VISUALLY IMPAIRED RETIREMENT PLAN | NEW YORK NY | 142 | $16.1M | $156K |
| 6 | SYSTEMS CONNECTION OF MARYLAND, INC. SYSTEMS CONNECTION OF MARYLAND, INC. EMPLOYEE STOCK OWNERSHIP PLAN | SAVAGE MD | 75 | $5.1M | $83K |
| 7 | BEHAVIORAL HEALTH RESOURCES BEHAVIORAL HEALTH RESOURCES RETIREMENT PLAN | OLYMPIA WA | 141 | $5.6M | $69K |
| 8 | FLIPCHIP INTERNATIONAL, LLC FLIPCHIP INTERNATIONAL, LLC 401(K) PLAN | PHOENIX AZ | 5 | $3.0M | $27K |
| 9 | CINNAMON HILLS YOUTH CRISIS CENTER CINNAMON HILLS MATCHING PLAN | ST. GEORGE UT | 108 | $2.4M | $13K |
| 10 | MERCER UNIVERSITY MERCER UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | MACON GA | 1,938 | $558.7M | $11K |
