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 Fund in their Schedule of Assets, totaling $10.3M 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 | HRL LABORATORIES, LLC HRL RETIREMENT SAVINGS PLAN FOR NON-BARGAINED EMPLOYEES | MALIBU CA | 1,047 | $334.7M | $5.9M |
| 2 | YANKTON MEDICAL CLINIC P.C. YANKTON MEDICAL CLINIC P.C. PROFIT SHARING PLAN & TRUST | YANKTON SD | 322 | $107.2M | $4.3M |
| 3 | ARNOLD COMPANIES, INC. |
KIMBALL MN |
| 262 |
| $28.7M |
| $78K |