Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding AS SPL SM CAP VAL IS Mutual fund in their Schedule of Assets, totaling $1.2M 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 | SONICWALL, INC. SONICWALL, INC. 401(K) PLAN | MILPITAS CA | 529 | $140.0M | $1.1M |
| 2 | COMMUNITY BRIDGES, INC. COMMUNITY BRIDGES, INC. 401(K) PLAN | MESA AZ | 2,043 | $30.7M | $114K |
| 3 | JAG - ONE INTERMEDIATE HOLDINGS JAG - ONE PHYSICAL THERAPY 401K PROFIT SHARING PLAN AND TRUST |
BRIDGEWATER NJ |
| 1,956 |
| $31.9M |
| $54K |
| 4 | H-D ADVANCED MANUFACTURING COMPANY HD ADVANCED MANUFACTURING 401K PLAN | HOUSTON TX | 272 | $21.1M | $12K |
