Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding AM CENT SMCAP VAL R6 Mutual funds in their Schedule of Assets, totaling $4.5M 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 | MAPFRE U.S.A. CORP. MAPFRE U.S.A. CORP. PROFIT SHARING & 401(K) SAVINGS PLAN | WEBSTER MA | 1,982 | $517.5M | $3.7M |
| 2 | COLUMBIA PROPERTY TRUST, INC. COLUMBIA PROPERTY TRUST 401(K) PLAN | NEW YORK NY | 45 | $24.5M | $483K |
| 3 | MRB GROUP ENGINEERING, ARCHITECTURE, AND SURVEYING, D.P.C. |
ROCHESTER NY |
| 170 |
| $25.2M |
| $323K |
