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 R1 Fund " in their Schedule of Assets, totaling $2.1M 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 | 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 | NOBLE SUPPLY & LOGISTICS, LLC NOBLE 401(K) PROFIT SHARING PLAN AND TRUST |
BOSTON MA |
| 356 |
| $27.0M |
| $58K |
| 4 | IMMUNOTEK BIO CENTERS, LLC IMMUNOTEK BIO CENTERS, LLC 401(K) SAVINGS PLAN | SOUTHLAKE TX | 479 | $6.7M | $48K |
| 5 | CANAL STREET BREWING CO. LLC DBA FOUNDERS BREWING COMPANY FOUNDERS BREWING COMPANY 401(K) PROFIT SHARING PLAN | GRAND RAPIDS MI | 472 | $38.1M | $27K |