Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding As Small Co Value A in their Schedule of Assets, totaling $229K 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 | PREDICTIVE INDEX, LLC PREDICTIVE INDEX RETIREMENT TRUST PLAN | WESTWOOD MA | 219 | $30.9M | $143K |
| 2 | NWR SERVICES, LLC NORTHWOOD RAVIN 401(K) PLAN | CHARLOTTE NC | 416 | $14.4M | $86K |