Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 28 U.S. retirement plans report holding As Spl Mid Cp Val R6 in their Schedule of Assets, totaling $33.8M 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 | FREEMAN DECORATING CO. FREEMAN 401(K) PLAN | DALLAS TX | 5,797 | $686.4M | $14.1M |
| 2 | TRIPADVISOR LLC TRIPADVISOR RETIREMENT SAVINGS PLAN | NEEDHAM MA | 999 | $305.5M | $6.6M |
| 3 | KLOCKNER METALS CORPORATION KLOECKNER METALS 401(K) PLAN |
| 2,303 |
| $288.7M |
| $4.5M |
| 4 | TIDEWATER INC. TIDEWATER INC. 401(K) PLAN | HOUSTON TX | 293 | $77.6M | $1.4M |
| 5 | XOMETRY, INC. XOMETRY, INC. 401(K) PLAN | NORTH BETHESDA MD | 824 | $81.3M | $1.2M |
| 6 | JK MOVING AND STORAGE, INC. JK MOVING SERVICES & CAPRELO PROFIT SHARING & 401(K) PLAN | STERLING VA | 604 | $51.1M | $887K |
| 7 | POSITRONIC INDUSTRIES, INC. POSITRONIC INDUSTRIES, INC. 401(K) RETIREMENT SAVINGS PLAN | SPRINGFIELD MO | 347 | $16.1M | $878K |
| 8 | VI-JON, LLC VI-JON PERSONAL CHOICE 401(K) RETIREMENT PLAN FKA CUMBERLAND SWAN HOLDINGS, INC. RETIREMENT INCOME SAVINGS PLAN | ST. LOUIS MO | 1,241 | $72.0M | $847K |
| 9 | DELTA GALIL USA, INC. DELTA EMPLOYEES 401(K) PROFIT SHARING PLAN AND SAVINGS PLAN | SECAUCUS NJ | 1,270 | $64.4M | $830K |
| 10 | INNOVATIVE DATA PROCESSING SOLUTIONS, LTD. INNOVATIVE DATA PROCESSING SOLUTIONS, LTD. 401(K) PLAN AND TRUST | W. HENRIETTA NY | 107 | $9.5M | $674K |
