Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Sterling Capital Small Cap Value Fund in their Schedule of Assets, totaling $552K 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 | PINEHURST, LLC PINEHURST RESORT 401(K) SAVINGS PLAN | VILLAGE OF PINEHURST NC | 1,037 | $24.1M | $391K |
| 2 | ALABAMA COUNCIL ON HUMAN RELATIONS, INC. ALABAMA COUNCIL ON HUMAN RELATIONS, INC. DEFINED BENEFIT PENSION PLAN | AUBURN AL | 92 | $18.4M | $161K |