Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding SmallCap Separate Account+ in their Schedule of Assets, totaling $788K 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 | ZEPPELIN SYSTEMS USA, INC. ZEPPELIN SYSTEMS USA, INC. SAVINGS PLAN | ODESSA FL | 104 | $15.1M | $309K |
| 2 | HARRIS CHEVROLET, II, L.L.C. HARRIS CHEVROLET 401(K) PLAN | BATON ROUGE LA | 130 | $6.1M | $294K |
| 3 | CENTREX DISTRIBUTORS, LLC CENTREX DISTRIBUTORS, INC. UNION EMPLOYEES' 401(K) PLAN |
WEST GREENWICH RI |
| 106 |
| $9.5M |
| $184K |