Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Small Cap Value I1 Common/Collective Trust in their Schedule of Assets, totaling $4.8M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | OXFORD INDUSTRIES, INC. THE OXFORD INDUSTRIES, INC. RETIREMENT SAVINGS PLA | ATLANTA GA | 6,797 | $218.4M | $3.6M |
| 2 | INVESTCO L.L.C RAINIER TRUST 401(K) RETIREMENT PLAN | SUMNER WA | 842 | $52.5M | $792K |
| 3 | ATX NETWORKS (DALLAS) CORP. ATX NETWORKS 401(K) PLAN |
DULUTH GA |
| 112 |
| $27.9M |
| $333K |
| 4 | WM. MICHAEL STEMLER, INC. DBA DELTA HEALTH SYSTEMS DELTA HEALTH SYSTEMS 401(K) PROFIT SHARING PLAN | STOCKTON CA | 84 | $11.6M | $53K |
