Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Small Cap in their Schedule of Assets, totaling $34.5M 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 | TEXAS HEALTH RESOURCES TEXAS HEALTH 401(K) RETIREMENT PLAN | ARLINGTON TX | 29,435 | $3.3B | $32.4M |
| 2 | SAG, LLC. SOFTWARE AG, LLC PROFIT SHARING PLAN | RESTON VA | 241 | $231.1M | $1.2M |
| 3 | SAG, LLC. SOFTWARE AG USA, INC. PROFIT SHARING PLAN |
RESTON VA |
| 521 |
| $254.8M |
| $835K |
| 4 | ELOCAL HOLDINGS, LLC ELOCAL.COM 401(K) PLAN | CONSHOHOCKEN PA | 141 | $4.2M | $128K |
