Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 34 U.S. retirement plans report holding VAN STRAT SM CP EQTY - INV in their Schedule of Assets, totaling $8.7M 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 | INDUSTRIAL CONTROL REPAIR, INC. I.C.R. 401(K) SAVINGS AND RETIREMENT PLAN | WARREN MI | 109 | $9.0M | $1.2M |
| 2 | PENINSULA COMPONENTS PENINSULA COMPONENTS 401(K) PROFIT SHARING PLAN AND TRUST | SAN CARLOS CA | 167 | $20.1M | $1.1M |
| 3 | CHERRYROAD TECHNOLOGIES INC. |
PARSIPPANY NJ |
| 619 |
| $57.6M |
| $953K |
| 4 | MOTIONPOINT CORPORATION FSA MOTIONPOINT CORPORATION FSA 401(K) PROFIT SHARING PLAN AND T | COCONUT CREEK FL | 81 | $11.3M | $851K |
| 5 | SALISBURY HOUSE, LLC NEW STORY RETIREMENT PLAN | BALTIMORE MD | 2,958 | $62.9M | $679K |
| 6 | RP MANAGEMENT INC RP MANAGEMENT, INC. 401(K) PLAN | WYNNEWOOD PA | 230 | $8.2M | $585K |
| 7 | LONDON COMPUTER SYSTEMS, INC. LONDON COMPUTER SYSTEMS, INC. 401(K) PROFIT SHARING PLAN | CINCINNATI OH | 424 | $33.9M | $387K |
| 8 | EPIC PHARMA, LLC EPIC PHARMA LLC 401(K) PLAN | LAURELTON NY | 127 | $16.1M | $349K |
| 9 | JUPITER ALUMINUM CORPORATION JUPITER ALUMINUM CORPORATION 401(K) PLAN | HAMMOND IN | 332 | $21.2M | $254K |
| 10 | INOVAR PACKAGING GROUP, LLC INOVAR PACKAGING GROUP, LLC 401K PROFIT SHARING PLAN | IRVING TX | 743 | $40.3M | $229K |