Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Wilmington Trust Small-Cap Value Fund II in their Schedule of Assets, totaling $2.4M 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 | AXCET HR SOLUTIONS AXCET HR SOLUTIONS M/E 401(K) RETIREMENT PLAN | OVERLAND PARK KS | 3,186 | $97.6M | $1.1M |
| 2 | MAI WEALTH MANAGEMENT, INC. MAI WEALTH MANAGEMENT EMPLOYEE 401(K) SAVINGS PLAN | INDEPENDENCE OH | 503 | $67.7M | $775K |
| 3 | METROSTAR SYSTEMS, LLC METROSTAR SYSTEMS 401(K) RETIREMENT PLAN |
RESTON VA |
| 451 |
| $30.9M |
| $367K |
| 4 | FERROVIAL SERVICES U.S., INC. FERROVIAL SERVICES U.S., INC. 401(K) PLAN | THE WOODLANDS TX | 0 | $0 | $194K |
