Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 28 U.S. retirement plans report holding AS Spl Sm Cap Val R6 in their Schedule of Assets, totaling $16.2M 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 | BUTZEL LONG, A PROFESSIONAL CORPORATION BUTZEL LONG EMPLOYEES THRIFT PLAN AND TRUST | DETROIT MI | 246 | $109.3M | $3.7M |
| 2 | ARCONIC CORPORATION ARCONIC CORP. 401(K) PLANS MASTER TRUST | PITTSBURGH PA | — | $1.5B | $3.7M |
| 3 | MOSS & ASSOCIATES, LLC MOSS & ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN |
FT LAUDERDALE FL |
| 1,852 |
| $191.2M |
| $1.3M |
| 4 | ALTORFER INC. ALTORFER RETIREMENT PLAN | CEDAR RAPIDS IA | 936 | $162.8M | $1.2M |
| 5 | ALEXANDER & BALDWIN, LLC, SERIES T ALEXANDER & BALDWIN LLC, SERIES T MASTER TRUST | HONOLULU HI | — | $68.6M | $985K |
| 6 | ALEXANDER & BALDWIN, LLC, SERIES T A&B INDIVIDUAL DEFERRED COMPENSATION AND PROFIT SHARING PLAN FOR SALARIED NON-BARGAINING EMPLOYEES | HONOLULU HI | 103 | $64.7M | $979K |
| 7 | SYNIVERSE TECHNOLOGIES LLC SYNIVERSE TECHNOLOGIES SAVINGS PLAN | TAMPA FL | 469 | $176.2M | $928K |
| 8 | U.S. FACILITIES, INC. U.S. FACILITIES, INC. 401(K) RETIREMENT PLAN | PHILADEPHIA PA | 623 | $29.9M | $793K |
| 9 | JK MOVING AND STORAGE, INC. JK MOVING SERVICES & CAPRELO PROFIT SHARING & 401(K) PLAN | STERLING VA | 604 | $51.1M | $646K |
| 10 | KIMBER MFG., INC. KIMBER MFG., INC. 401(K) PLAN | TROY AL | 452 | $31.7M | $478K |
