Small-Cap Value Fund
U.S. retirement plans whose Form 5500 Schedule of Assets reports this exact fund, parsed from filing PDFs and ranked by position size. Matched on the normalized security name across every plan’s latest filing.
Plans holding
50
Total parsed position
$130.6M
Data source
Schedule of Assets
Plans holding this fundranked by position size
Unlock full list (Pro)| # | 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 | TEXAS HEALTH RESOURCES TEXAS HEALTH 401(K) RETIREMENT PLAN | ARLINGTON TX | 29,435 | $3.3B | $20.2M |
| 4 | EPSON AMERICA, INC. EPSON AMERICA, INC. 401(K) PLAN | LOS ALAMITOS CA | 1,486 | $457.1M | $4.2M |
| 5 | HYUNDAI MOTOR AMERICA HYUNDAI MOTOR AMERICA PROFIT SHARING RETIREMENT PLAN | FOUNTAIN VALLEY CA | 1,298 | $365.1M | $3.6M |
| 6 | JOHN HANCOCK LIFE INSURANCE COMPANY U.S.A JOHN HANCOCK SAVINGS AND INVESTMENT PLAN | BOSTON MA | 33 | $116.3M | $2.2M |
| 7 | HYUNDAI CAPITAL AMERICA HYUNDAI CAPITAL AMERICA PROFIT SHARING RETIREMENT PLAN | IRVINE CA | 1,603 | $258.3M | $2.0M |
| 8 | BREMBO NORTH AMERICA, INC. BREMBO NORTH AMERICA, INC. EMPLOYEES' 401(K) RETIREMENT SAVINGS PLAN | PLYMOUTH MI | 732 | $63.0M | $1.1M |
| 9 | ADENA HEALTH SYSTEM ADENA HEALTH SYSTEM TAX DEFERRED ANNUITY/MATCHED SAVINGS PLAN | CHILLICOTHE OH | 4,838 | $240.5M | $866K |
| 10 | DENNIS K. BURKE, INC. DENNIS K. BURKE, INC. PROFIT SHARING AND 401(K) PLAN | TAUNTON MA | 160 | $21.5M | $761K |
See all 50 plans holding Small-Cap Value Fund
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