Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding AS SPL MID CAP VAL A Registered Investment Company in their Schedule of Assets, totaling $21.6M 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 | DAIRY FARMERS OF AMERICA, INC. DAIRY FARMERS OF AMERICA MASTER 401(K) TRUST | KANSAS CITY KS | — | $1.4B | $21.5M |
| 2 | MIDWEST RECOVER-CARE MIDWEST RECOVER-CARE 401(K) PLAN | BROOKLYN NY | 4,569 | $9.1M | $14K |
