Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding US Small Cap in their Schedule of Assets, totaling $450K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | ATH HOLDING COMPANY LLC ELEVANCE HEALTH RETIREES' LIFE INSURANCE PLAN | INDIANAPOLIS IN | 0 | $16.1M | $329K |
| 2 | JEWISH FEDERATION COUNCIL OF GREATER LOS ANGELES JEWISH FEDERATION COUNCIL OF GREATER LOS ANGELES DEFINED CONTRIBUTION PLAN | LOS ANGELES CA | 80 | $5.3M | $115K |
| 3 | PARTNERS SENIOR LIVING OPTIONS, LLC |
ROYALTON MN |
| 349 |
| $5.6M |
| $6K |
