Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 21 U.S. retirement plans report holding AMC DISCIPLINED CORE VALUE A in their Schedule of Assets, totaling $7.5M 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 | ST INTERNATIONAL, INC. ST INTERNATIONAL, INC. 401(K) PROFIT SHARING PLAN & TRUST | MASON OH | 190 | $48.5M | $2.8M |
| 2 | SHIPCO TRANSPORT INC SHIPCO TRANSPORT INC'S 401(K) PLAN | HOBOKEN NJ | 496 | $39.2M | $1.2M |
| 3 | GLOBAL ASSOCIATION OF RISK PROFE GLOBAL ASSOCIATION OF RISK PROFESSIONALS INC. 401(K) PLAN |
JERSEY CITY NJ |
| 79 |
| $19.4M |
| $632K |
| 4 | READY TECH - GO, INC. RTG MEDICAL 401(K) PLAN | FREMONT NE | 840 | $23.7M | $453K |
| 5 | UNIVERSAL REHAB & FITNESS INST UNIVERSAL INSTITUTE 401(K) PLAN | LIVINGSTON NJ | 669 | $8.6M | $403K |
| 6 | BISCOMERICA CORPORATION BISCOMERICA 401(K) SAVINGS PLAN | RIALTO CA | 193 | $11.3M | $393K |
| 7 | DAILY INSTRUMENTS CORP. DAILY INSTRUMENTS 401(K) PLAN | HOUSTON TX | 261 | $18.2M | $292K |
| 8 | MAGNA ASSOCIATES, INC. MAGNA ASSOCIATES, INC. 401(K) PLAN | BOCA RATON FL | 72 | $4.9M | $217K |
| 9 | HURRICANE ELECTRIC HURRICANE ELECTRIC 401K PLAN | FREMONT CA | 118 | $14.6M | $187K |
| 10 | FAGIOLI PSC USA INC FAGIOLI PSC USA INC 401(K) PLAN | MANVEL TX | 75 | $4.9M | $186K |
