Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Small Cap Value II R1 Fund in their Schedule of Assets, totaling $2.0M 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 | MINNEAPOLIS CLINIC OF NEUROLOGY LTD MINNEAPOLIS CLINIC PROFIT SHARING & 401(K) PLAN | GOLDEN VALLEY MN | 234 | $72.7M | $1.7M |
| 2 | FEYEN ZYLSTRA L.L.C. FEYEN ZYLSTRA L.L.C. 401(K) PLAN | WALKER MI | 441 | $35.6M | $331K |
| 3 | CANAL STREET BREWING CO. LLC DBA FOUNDERS BREWING COMPANY |
GRAND RAPIDS MI |
| 472 |
| $38.1M |
| $27K |
