Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding AS Special Mid Cap Value Fund " in their Schedule of Assets, totaling $796K 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 | CATALIS HOLDCO, INC. CATALIS HOLDCO, INC. 401(K) PLAN | ALPHARETTA GA | 790 | $50.9M | $589K |
| 2 | BOSTON SYMPHONY ORCHESTRA, INC. TAX SHELTERED ANNUITY PLAN FOR THE STAFF EMPLOYEES OF THE BOSTON SYMPHONY ORCHESTRA, INC. | BOSTON MA | 202 | $36.9M | $132K |
| 3 | JOHN GALT STAFFING, INC. |
BURLINGTON MA |
| 121 |
| $17.2M |
| $74K |
