Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding ALS SMALL COMPANY VAL R6 in their Schedule of Assets, totaling $293K 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 | CLINICALMIND, LLC CLINICALMIND, LLC 401(K) PLAN | NEW YORK NY | 223 | $18.8M | $180K |
| 2 | WILLIAM H. LEAHY ASSOCIATES, INC LEAHY FAMILY OF COMPANIES 401(K) | GLENVIEW IL | 204 | $11.9M | $48K |
| 3 | KENO KOZIE SERVICES, LLC KENO KOZIE SERVICES 401(K) PLAN |
CHICAGO IL |
| 0 |
| $0 |
| $40K |
| 4 | SOVEREIGN BRANDS LLC SOVEREIGN BRANDS LLC 401K PLAN | NEW YORK NY | 133 | $7.2M | $24K |