Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding SMALL CAP VALUE III CL R1 FUND in their Schedule of Assets, totaling $1.3M 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 | COMMUNITY LINK, INC. COMMUNITY LINK 401(K) PLAN | BREESE IL | 158 | $4.2M | $986K |
| 2 | CABELL HUNTINGTON HOSPITAL, INC. CABELL HUNTINGTON HOSPITAL, INC. NON-BARGAINING 401(K) RETIREMENT PLAN | HUNTINGTON WV | 2,195 | $125.1M | $226K |
| 3 | BABYLIST, INC. BABYLIST 401(K) PLAN |
EMERYVILLE CA |
| 297 |
| $16.2M |
| $52K |
| 4 | CABELL HUNTINGTON HOSPITAL, INC. CABELL HUNTINGTON HOSPITAL, INC. BARGAINING 401(K) RETIREMENT PLAN | HUNTINGTON WV | 1,051 | $22.5M | $3K |