Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 117 U.S. retirement plans report holding Als Special Small Cap Value R6 in their Schedule of Assets, totaling $28.8M 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 | MARUBENI-ITOCHU STEEL AMERICA MISA CONSOLIDATED 401(K) PLAN | NEW YORK NY | 2,428 | $278.3M | $2.8M |
| 2 | AMALIE OIL COMPANY AMALIE OIL COMPANY PROFIT SHARING 401(K) PLAN | TAMPA FL | 538 | $77.0M | $2.5M |
| 3 | NEW AMERICAN FUNDING, LLC NEW AMERICAN FUNDING, LLC 401(K) PLAN |
TUSTIN CA |
| 4,347 |
| $148.5M |
| $2.1M |
| 4 | PCH HOTELS AND RESORTS, INC. PCH HOTELS AND RESORTS, INC. 401(K) PLAN | MOBILE AL | 1,342 | $28.3M | $1.3M |
| 5 | GECOM CORPORATION MITSUI KINZOKU NORTH AMERICAN 401(K) RETIREMENT PLAN | GREENSBURG IN | 369 | $37.9M | $1.2M |
| 6 | OVERLAND WEST, INC. OVERLAND WEST, INC. 401(K) PROFIT SHARING PLAN | OGDEN UT | 245 | $36.6M | $884K |
| 7 | BANCO ITAU INTERNATIONAL BANCO ITAU INTERNATIONAL 401(K) | MIAMI FL | 274 | $61.1M | $837K |
| 8 | LAZER SPOT, INC. LAZER SPOT, INC. 401(K) PLAN | ALPHARETTA GA | 4,262 | $46.4M | $801K |
| 9 | FLATONIA INVESTMENTS, LLC FLATONIA INVESTMENTS, LLC 401(K) PLAN | HOUSTON TX | 585 | $51.6M | $745K |
| 10 | PIC GROUP, INC. PIC GROUP, INC. 401(K) WEALTH ACCUMULATION PLAN | ATLANTA GA | 326 | $38.2M | $728K |
