Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding SMALL CAP VALUE III CL I1 FD in their Schedule of Assets, totaling $1.4M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | KARE PARTNERS BILLING & OPERATIONS, INC. COMPLEAT REHAB SERVICES 401(K) PLAN | GASTONIA NC | 340 | $5.0M | $1.4M |
| 2 | JENKINS SERVICES, INC. JENKINS SERVICES, INC. 401(K) PLAN | CHANTILLY VA | 415 | $15.1M | $78K |
