Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding AS Special Small Cap Value Fund Mutual Fund in their Schedule of Assets, totaling $513K 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 | MCBRIDE CLINIC, INC. 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF MCBRIDE ORTHOPEDIC HOSPITAL | OKLAHOMA CITY OK | 918 | $117.4M | $422K |
| 2 | AMERICAN BOA, INC. AMERICAN BOA 401(K) PLAN | CUMMING GA | 170 | $14.7M | $59K |
| 3 | RINCON CONSULTANTS, INC. RINCON CONSULTANTS, INC. 401(K) AND PROFIT SHARING PLAN |
VENTURA CA |
| 425 |
| $43.9M |
| $32K |
