Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding AS AS Spl Sm Cap Val R6 in their Schedule of Assets, totaling $4.8M 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 | FORDHAM UNIVERSITY FORDHAM UNIVERSITY RETIREMENT PLAN | BRONX NY | 3,617 | $1.7B | $4.7M |
| 2 | HAPPY MONEY, INC. HAPPY MONEY 401(K) PLAN | TUSTIN CA | 125 | $17.0M | $63K |
