Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding AMB SHAPIRO SMID CAP EQ R5 in their Schedule of Assets, totaling $319K 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 | INTEGRATED MANAGEMENT SERVICES INTEGRATED MANAGEMENT SERVICES 401(K) PLAN | BOWLING GREEN KY | 188 | $20.9M | $124K |
| 2 | QRAL GROUP LLC QRAL GROUP LLC | GREAT NECK NY | 115 | $9.0M | $58K |
| 3 | NETWORK MERCHANTS, LLC NETWORK MERCHANTS LLC RETIREMENT SAVINGS PLAN |
LINDON UT |
| 215 |
| $8.8M |
| $35K |
| 4 | BNI GLOBAL LLC BNI GLOBAL LLC | CHARLOTTE NC | 590 | $5.4M | $32K |
| 5 | CAL-AM PROPERTIES, INC. CAL-AM PROPERTIES, INC. 401(K) PROFIT SHARING PLAN & TRUST | COSTA MESA CA | 719 | $4.1M | $20K |
| 6 | DIPTYQUE DISTRIBUTION LLC DIPTYQUE DISTRIBUTION LLC 401(K) PROFIT SHARING PLAN AND T | NEW YORK NY | 199 | $3.5M | $12K |
| 7 | NEXUS PROFESSIONALS LLC NEXUS PROFESSIONALS LLC. 401K RETIREMENT SAVINGS PLAN | SACRAMENTO CA | 530 | $7.9M | $12K |
| 8 | FORTEQ NORTH AMERICA FORTEQ NORTH AMERICAN 401(K) | WEST HENRIETTA NY | 94 | $2.4M | $10K |
| 9 | S.J. DISTRIBUTORS, LLC S.J. DISTRIBUTORS, LLC. 401K RETIREMENT SAVINGS PLAN | MILPITAS CA | 409 | $5.7M | $10K |
| 10 | MOSSER COMPANIES, INC MOSSER COMPANIES 401(K) PLAN | SAN FRANCISCO CA | 190 | $2.7M | $4K |
