Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding AS SPL Sm Cap Val IS in their Schedule of Assets, totaling $6.3M 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 | BOHLER ENGINEERING P.C. BOHLER ENGINEERING P.C. 401(K) PLAN | WARREN NJ | 924 | $141.3M | $3.1M |
| 2 | GLACIER BANCORP, INC. GLACIER BANCORP, INC. PROFIT SHARING AND 401(K) PLAN | KALISPELL MT | 3,535 | $537.9M | $2.4M |
| 3 | IROQUOIS INDUSTRIES, INC. IROQUOIS INDUSTRIES, INC. & AFFILIATES 401(K) PLAN |
WARREN MI |
| 631 |
| $31.2M |
| $404K |
| 4 | CONTROL POINT ASSOCIATES, INC. CONTROL POINT ASSOCIATES, INC. 401(K) PLAN | WARREN NJ | 193 | $17.8M | $206K |
| 5 | CENTER FOR FRATERNAL EXCELLENCE, INC. CFE 401(K) PLAN | FISHERS IN | 133 | $10.7M | $72K |
| 6 | PHIL LONG DEALERSHIPS, INC. PHIL LONG DEALERSHIPS, INC. 401(K) PROFIT SHARING PLAN | COLORADO SPRINGS CO | 1,408 | $64.7M | $52K |
