Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding As Spl Sm Cp Val Adm Mutual Fund in their Schedule of Assets, totaling $120K 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 | JOHN COCKERILL NORTH AMERICA, INC. JOHN COCKERILL NORTH AMERICA, INC. 401(K) PROFIT SHARING PLAN | SALEM OH | 104 | $18.5M | $64K |
| 2 | SUZANNA'S KITCHEN, INC. SUZANNA'S KITCHEN, INC. 401(K) AND PROFIT SHARING PLAN | PEACHTREE CORNERS GA | 310 | $14.6M | $22K |
| 3 | SIMON ROOFING & SHEET METAL CORP |
YOUNGSTOWN OH |
| 469 |
| $32.6M |
| $19K |
| 4 | HEALTH TECH SOLUTIONS LLC HEALTH TECH SOLUTIONS LLC 401(K) PROFIT SHARING PLAN AND TRUST | FRANKFORT KY | 226 | $18.5M | $16K |
