Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Wilmington Trust, N.A. Small Cap Value Fund II Fee Class I1 in their Schedule of Assets, totaling $457K 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 | FORBRIGHT BANK FORBRIGHT BANK 401(K) PLAN | CHEVY CHASE MD | 0 | $0 | $259K |
| 2 | HELLER MACHINE TOOLS, L.P. HELLER MACHINE TOOLS, L.P. 401(K) PLAN | TROY MI | 105 | $23.7M | $112K |
| 3 | NMR CONSULTING, INC. NMR 401(K) PLAN | HUNTSVILLE |
| 156 |
| $13.7M |
| $86K |
