Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 31 U.S. retirement plans report holding As Spl Sm Cap Val R6 Mutual Fund in their Schedule of Assets, totaling $13.1M 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 | MONUMENTAL SPORTS & ENTERTAINMENT MONUMENTAL SPORTS & ENTERTAINMENT 401(K) SAVINGS PLAN | WASHINGTON DC | 868 | $99.2M | $2.6M |
| 2 | BEAZLEY USA SERVICES, INC. BEAZLEY USA SERVICES, INC. 401(K) PLAN | WEST HARTFORD CT | 990 | $160.9M | $1.8M |
| 3 | MICHAEL & SUSAN DELL FOUNDATION |
AUSTIN TX |
| 95 |
| $46.5M |
| $996K |
| 4 | CROSS COUNTRY HEALTHCARE CROSS COUNTRY HEALTHCARE, INC. 401(K) PLAN | BOCA RATON FL | 19,422 | $218.3M | $987K |
| 5 | MILLER MILLING COMPANY, LLC MILLER MILLING COMPANY EMPLOYEE SAVINGS & RETIREMENT PLAN | EDEN PRAIRIE MN | 286 | $29.2M | $869K |
| 6 | UNITED EDUCATORS MANAGEMENT COMPANY UNITED EDUCATORS MANAGEMENT COMPANY 401(K) PROFIT SHARING PLAN | BETHESDA MD | 230 | $83.3M | $713K |
| 7 | REPLIGEN CORPORATION REPLIGEN 401(K) SAVINGS PLAN | WALTHAM MA | 1,126 | $86.6M | $690K |
| 8 | SOJITZ CORPORATION OF AMERICA SOJITZ GROUP 401(K) PLAN | NEW YORK NY | 360 | $96.2M | $539K |
| 9 | COMMUNITIES FOUNDATION OF TEXAS COMMUNITIES FOUNDATION OF TEXAS 401(K) PLAN | DALLAS TX | 128 | $20.6M | $515K |
| 10 | CITY YEAR, INC. CITY YEAR 401(K) SAVINGS PLAN | BOSTON MA | 847 | $82.1M | $445K |
