Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding TRP Small-Cap Value Mutual Fund in their Schedule of Assets, totaling $5.4M 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 | SIERRA-CEDAR COMPANIES, LLC SIERRA-CEDAR COMPANIES, LLC 401(K) PLAN | ALPHARETTA GA | 409 | $298.1M | $4.0M |
| 2 | ENDWELL FAMILY PHYSICIANS, L.L.P. ENDWELL FAMILY PHYSICIANS, L.L.P. PROFIT SHARING 401(K) PLAN | ENDWELL NY | 119 | $29.7M | $813K |
| 3 | THE MERCADIEN GROUP, LLC |
PRINCETON NJ |
| 141 |
| $31.5M |
| $647K |
