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 R6 MUTUAL FUNDS in their Schedule of Assets, totaling $3.0M 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 | MARSHALL & STERLING ENTERPRISES, INC. MARSHALL & STERLING ENTERPRISES, INC. 401(K) PLAN | POUGHKEEPSIE NY | 558 | $68.6M | $1.4M |
| 2 | COLLEGIUM PHARMACEUTICAL, INC. COLLEGIUM PHARMACEUTICAL, INC. 401(K) AND PROFIT SHARING PLAN | STOUGHTON MA | 362 | $34.8M | $770K |
| 3 | J.H. LYNCH & SONS, INC. |
CUMBERLAND RI |
| 93 |
| $40.1M |
| $636K |
| 4 | THE EDUCATIONAL & INSTITUTIONAL COOPERATIVE SERVICES, INC. THE EDUCATIONAL & INSTITUTIONAL CO-OP SERVICES, INC. SAVINGS AND INVESTMENT PLAN | JERICHO NY | 121 | $37.3M | $170K |
