Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 38 U.S. retirement plans report holding As Spl Mid Cp Val R6 Mutual Fund in their Schedule of Assets, totaling $39.5M 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 | RAVAGO AMERICAS, LLC RAVAGO AMERICAS 401(K) SAVINGS AND PROFIT SHARING PLAN | ORLANDO FL | 2,291 | $273.9M | $5.5M |
| 2 | ULTRA ELECTRONICS INC. ULTRA ELECTRONICS INC. 401(K) PLAN | BRAINTREE MA | 1,813 | $296.7M | $5.1M |
| 3 | ERIN ROJAS VETCOR 401(K) PLAN |
NORWELL MA |
| 8,200 |
| $156.6M |
| $4.4M |
| 4 | ERIN ROJAS VETCOR 401(K) PLAN | NORWELL MA | 15,659 | $288.3M | $4.0M |
| 5 | MID-AMERICA CONVERSION SERVICES, LLC DUF6 401(K) DEFINED CONTRIBUTION PLAN | LEXINGTON KY | 467 | $101.6M | $2.6M |
| 6 | ERESEARCH TECHNOLOGY, INC. ERESEARCH TECHNOLOGY 401(K) PLAN | PHILADELPHIA PA | 1,675 | $308.7M | $2.5M |
| 7 | BEAZLEY USA SERVICES, INC. BEAZLEY USA SERVICES, INC. 401(K) PLAN | WEST HARTFORD CT | 990 | $160.9M | $2.5M |
| 8 | GENMAB US, INC. GENMAB US, INC. 401(K) PLAN | PRINCETON NJ | 1,067 | $137.3M | $1.6M |
| 9 | WHATCOM EDUCATIONAL CREDIT UNION WHATCOM EDUCATIONAL CREDIT UNION RETIREMENT PLAN | BELLINGHAM WA | 418 | $71.7M | $1.6M |
| 10 | JUUL LABS, INC. JUUL LABS, INC. 401K PLAN | WASHINGTON DC | 640 | $149.6M | $1.5M |
