Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding As Spl Sm Cap Val R6 Registered investment company in their Schedule of Assets, totaling $11.6M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | ZIMMER BIOMET HOLDINGS, INC. ZIMMER BIOMET HOLDINGS, INC. SAVINGS AND INVESTMENT 401(K) PROGRAM MASTER TRUST | WARSAW IN | — | $1.5B | $9.5M |
| 2 | E2OPEN, LLC E2OPEN, LLC 401(K) PLAN | ADDISON TX | 1,103 | $189.5M | $929K |
| 3 | SUMITOMO MITSUI TRUST BANK, LIMITED SMTBNY 401(K) PLAN |
NEW YORK NY |
| 260 |
| $91.4M |
| $348K |
| 4 | SUMITOMO MITSUI TRUST BANK (U.S.A.) LIMITED SMTBUSA 401(K) PLAN | HOBOKEN NJ | 224 | $122.0M | $312K |
| 5 | UTAH COMMUNITY CREDIT UNION UTAH COMMUNITY FEDERAL CREDIT UNION RETIREMENT PLAN | PROVO UT | 565 | $38.8M | $172K |
| 6 | YOUNG LIVING HOLDINGS, LLC YOUNG LIVING HOLDINGS, LLC | LEHI UT | 820 | $83.3M | $126K |
| 7 | ASTECH HOLDCO, LLC ASTECH HOLDCO, LLC RETIREMENT SAVINGS PLAN | SANTA ANA CA | 152 | $12.9M | $106K |
| 8 | BLUE STREAM COMMUNICATIONS BLUE STREAM FIBER 401(K) PLAN | CORAL SPRINGS FL | 511 | $15.6M | $14K |
| 9 | SAFE STREETS USA LLC SAFE STREETS USA LLC 401(K) & PROFIT SHARING PLAN | LEHI UT | 1,345 | $14.9M | $13K |
| 10 | PRUTECH SOLUTIONS, INC. PRUTECH SOLUTIONS, INC. 401(K) PROFIT SHARING PLAN AND TRUST | ISELIN NJ | 220 | $7.6M | $3K |
