Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Small Cap Value Index in their Schedule of Assets, totaling $253K 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 | CENTURY KITCHENS, INC. THE CENTURY 401(K) PLAN | COLMAR PA | 251 | $30.7M | $175K |
| 2 | SPRADLEY BARR FORD, INC. SPRADLEY BARR 401(K) PLAN | FORT COLLINS CO | 16 | $5.5M | $73K |
| 3 | EXCEPTIONAL CARE FOR CHILDREN, INC. EXCEPTIONAL CARE FOR CHILDREN 403(B) PLAN |
NEWARK DE |
| 178 |
| $4.8M |
| $5K |