Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Touchstone Small Cap Value Institutional in their Schedule of Assets, totaling $896K 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 | STRAWBRIDGE STUDIOS, INC. STRAWBRIDGE STUDIOS, INC. RETIREMENT PLAN | DURHAM NC | 408 | $15.0M | $486K |
| 2 | CAPUTO'S NEW FARM PRODUCE - ADDISON, INC. CAPUTO'S NEW FARM PRODUCE, INC. 401(K) PLAN | CAROL STREAM IL | 958 | $10.5M | $210K |
| 3 | SNOWDEN CAPITAL ADVISORS LLC |
NEW YORK NY |
| 146 |
| $21.2M |
| $200K |
