Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Smead Value Y in their Schedule of Assets, totaling $3.4M 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 | RENASANT BANK RENASANT BANK 401(K) PLAN | TUPELO MS | 2,310 | $320.2M | $3.3M |
| 2 | WINSTON COUNTY MEDICAL FOUNDATION WINSTON COUNTY MEDICAL FOUNDATION 403(B) RETIREMENT PLAN | LOUISVILLE MS | 242 | $11.5M | $28K |
| 3 | STRATA PATHOLOGY SERVICES, INC. STRATA PATHOLOGY SERVICES, INC. 401(K) PLAN |
LEXINGTON MA |
| 85 |
| $9.2M |
| $19K |
