Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Small-Cap Value II Separate Account in their Schedule of Assets, totaling $1.8M 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 | WINDEMULLER ELECTRIC INC. WINDEMULLER ELECTRIC INC. RETIREMENT PLAN | WAYLAND MI | 231 | $23.9M | $496K |
| 2 | STRUCTURAL CONCEPTS CORPORATION STRUCTURAL CONCEPTS CORPORATION 401(K) RETIREMENT SAVINGS PLAN | MUSKEGON MI | 469 | $36.1M | $421K |
| 3 | COLUMBIA INSURANCE GROUP, INC. |
COLUMBIA MO |
| 199 |
| $53.9M |
| $419K |
| 4 | SSF IMPORTED AUTO PARTS LLC SSF IMPORTED AUTO PARTS LLC PROFIT SHARING AND INCENTIVE PLAN | SOUTH SAN FRANCISCO CA | 321 | $24.9M | $247K |
| 5 | LOEKS THEATRES, INC. LOEKS THEATRES, INC. 401(K) PLAN | GRAND RAPIDS MI | 238 | $13.1M | $102K |
| 6 | CENTREX DISTRIBUTORS, LLC CENTREX DISTRIBUTORS, INC. UNION EMPLOYEES' 401(K) PLAN | WEST GREENWICH RI | 106 | $9.5M | $79K |