Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Touchstone Small Cap Value Institutional Mutual Fund - in their Schedule of Assets, totaling $2.0M 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 | ENERFAB, INC. HBH HOLDINGS, INC. 401(K) | CINCINNATI OH | 554 | $56.7M | $1.7M |
| 2 | TALBERT BUILDING SUPPLY, INC. TALBERT BUILDING SUPPLY 401(K) PLAN AND TRUST | ROXBORO NC | 198 | $8.8M | $299K |
