Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding AS SPL SM CP VAL ADM Registered investment company in their Schedule of Assets, totaling $446K 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 | NEW ENGLAND FINISH SYSTEMS, LLC NEW ENGLAND FINISH SYSTEMS, LLC PROFIT SHARING & 401(K) PLAN | SALEM NH | 177 | $30.3M | $357K |
| 2 | THE PETERSON COMPANY PETERSON CO. RETIREMENT SAVINGS PLAN | AUBURN WA | 252 | $15.9M | $88K |
