Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 31 U.S. retirement plans report holding Small Cap Value Fund Pooled separate account in their Schedule of Assets, totaling $2.4M 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 | PIA AUTOMATION US INC PIA AUTOMATION US INC 401K RETIREMENT PLAN | EVANSVILLE IN | 59 | $11.0M | $403K |
| 2 | CARAN PRECISION ENG. & MFG. CORP. CARAN PRECISION ENG. & MFG. CORP. RETIREMENT SAVINGS PLAN | BREA CA | 251 | $16.2M | $179K |
| 3 | ENOVIX CORPORATION ENOVIX CORPORATION PROFIT SHARING 401(K) PLAN |
FREMONT CA |
| 108 |
| $20.2M |
| $139K |
| 4 | BIRMINGHAM HIDE & TALLOW CO., INC. BIRMINGHAM HIDE & TALLOW CO., INC. PROFIT SHARING PLAN & TRUST | BIRMINGHAM AL | 102 | $16.5M | $134K |
| 5 | FLORIDA WEST COAST SYMPHONY, INC. D/B/A SARASOTA ORCHESTRA 403(B) THRIFT PLAN FOR EMPLOYEES OF FLORIDA WEST COAST SYMPHONY, INC. D/B/A SARASOTA ORCHESTRA | SARASOTA FL | 191 | $10.3M | $133K |
| 6 | NORTH PLATTE PHYSICAL THERAPY SERVICES, INC. NORTH PLATTE PHYSICAL THERAPY SERVICES, INC. PROFIT SHARING PLAN | DOUGLAS WY | 116 | $22.8M | $127K |
| 7 | FIRE MOUNTAIN GEMS & BEADS INC FIRE MOUNTAIN GEMS & BEADS INC 401K PLAN | GRANTS PASS OR | 161 | $14.2M | $121K |
| 8 | DAVIS PARTNERSHIP, P.C. DAVIS PARTNERSHIP, P.C. 401(K) PLAN | DENVER CO | 152 | $24.4M | $118K |
| 9 | FRANK DONIO, INC. FRANK DONIO, INC. PROFIT SHARING PLAN | SANATOGA PA | 178 | $15.0M | $108K |
| 10 | SOUTHEASTERN PAPER GROUP, INC. SOUTHEASTERN PAPER GROUP 401(K) RETIREMENT PLAN | SPARTANBURG SC | 493 | $25.2M | $106K |
