Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding T. Rowe Price Small-Cap Value Fund Mutual funds in their Schedule of Assets, totaling $19.4M 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 | SOCIETE INTERNATIONALE DE TELECOMMUNICATIONS AERONAUTIQUES SITA EMPLOYEE 401(K) SAVINGS PLAN | ATLANTA GA | 373 | $277.8M | $17.3M |
| 2 | FIDELITY & GUARANTY LIFE BUSINESS SERVICES, INC. FIDELITY & GUARANTY LIFE 401(K) PLAN | DES MOINES IA | 1,341 | $177.2M | $2.0M |
| 3 | STATE UTILITY CONTRACTORS, INC. |
MONROE NC |
| 166 |
| $13.9M |
| $114K |
| 4 | BEN GROUP, INC BRANDED ENTERTAINMENT NETWORK 401(K) SAVINGS PLAN | SHERMAN OAKS CA | 323 | $50.4M | $75K |
| 5 | BEN GROUP, INC BRANDED ENTERTAINMENT NETWORK 401(K) SAVINGS PLAN | SHERMAN OAKS CA | 147 | $47.9M | $22K |
