Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Small Cap Value II I1 Fund in their Schedule of Assets, totaling $4.3M 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 | STODDARD BAPTIST NURSING HOME STODDARD BAPTIST NURSING HOME 401(K) PLAN | WASHINGTON DC | 478 | $4.9M | $1.5M |
| 2 | EMPLOYMENT ENTERPRISES INC EMPLOYMENT ENTERPRISES, INC. RETIREMENT SAVINGS PLAN | MANASSAS VA | 1,469 | $11.1M | $1.0M |
| 3 | RODGERS CONSULTING, INC |
GERMANTOWN MD |
| 106 |
| $27.6M |
| $936K |
| 4 | TELOS CORPORATION TELOS CORPORATION SHARED SAVINGS PLAN | ASHBURN VA | 484 | $127.8M | $663K |
| 5 | CAPITAL COMMUNITY BANK CAPITAL COMMUNITY BANK 401(K) PLAN | PROVO UT | 128 | $8.0M | $203K |
