Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding AC SMALL CAP VALUE R5 in their Schedule of Assets, totaling $497K 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 | GUIDO COMPANIES, INC. GUIDO COMPANIES, INC. 401(K) PLAN | SAN ANTONIO TX | 218 | $12.0M | $205K |
| 2 | FINANCIAL RESOURCES GROUP INVEST FINANCIAL RESOURCES GROUP INVESTMENT SERVICES, LLC PROFIT | FORT MILL SC | 201 | $24.5M | $200K |
| 3 | CHATEAU RESTAURANT OF WALTHAM, INC |
WALTHAM MA |
| 360 |
| $13.9M |
| $74K |
| 4 | ANAMET ELECTRICAL, INC. ANAMET ELECTRICAL, INC. SAVINGS PLAN | MATTOON IL | 110 | $6.5M | $19K |