Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 21 U.S. retirement plans report holding Small Cap Value Fund in their Schedule of Assets, totaling $116.9M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | 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 | JOHN HANCOCK LIFE INSURANCE COMPANY U.S.A THE INVESTMENT-INCENTIVE PLAN FOR JOHN HANCOCK EMPLOYEES | BOSTON MA | 4,860 | $2.4B | $45.4M |
| 3 |
ARLINGTON TX |
| 29,435 |
| $3.3B |
| $20.2M |
| 4 | JOHN HANCOCK LIFE INSURANCE COMPANY U.S.A JOHN HANCOCK SAVINGS AND INVESTMENT PLAN | BOSTON MA | 33 | $116.3M | $2.2M |
| 5 | DENNIS K. BURKE, INC. DENNIS K. BURKE, INC. PROFIT SHARING AND 401(K) PLAN | TAUNTON MA | 160 | $21.5M | $761K |
| 6 | GRODEN CENTER, INC. THE GRODEN CENTER, INC. 401(K) PROFIT SHARING PLAN | PROVIDENCE RI | 632 | $18.8M | $208K |
| 7 | GRODEN CENTER, INC. GRODEN CENTER, INC. TAX-DEFERRED ANNUITY PLAN | PROVIDENCE RI | 65 | $8.4M | $108K |
| 8 | LONGCHAMP USA LONGCHAMP 401(K)PLAN | ROBBINSVILLE NJ | 160 | $10.0M | $86K |
| 9 | HONORBRIDGE HONORBRIDGE RETIREMENT PLAN | GREENVILLE NC | 229 | $27.7M | $76K |
| 10 | EASTER SEALS OF GREATER HOUSTON, INC. EASTER SEALS OF GREATER HOUSTON, INC RETIREMENT PLAN | HOUSTON TX | 247 | $16.7M | $63K |
