Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding AMC DISCIPLINED CORE VALUE R in their Schedule of Assets, totaling $797K 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 | BRAY & SCARFF, INC. BRAY & SCARFF 401(K) SAVINGS PLAN | LAUREL MD | 189 | $11.0M | $587K |
| 2 | STRATOSPHERE QUALITY, LLC STRATOSPHERE QUALITY, LLC 401K PLAN | FISHERS IN | 1,204 | $12.1M | $206K |
| 3 | K-1 SPEED INC K-1 SPEED INC 401K PLAN |
| 1,315 |
| $872K |
| $4K |