Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding AmCen Mid Cap Value Fund R6 in their Schedule of Assets, totaling $5.4M 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 | AIPSO INSURANCE COMPANY SUPPORTED ORGANIZATIONS 401(K) SAVINGS PLAN | JOHNSTON RI | 550 | $136.4M | $2.2M |
| 2 | MASSACHUSETTS PROPERTY INSURANCE UNDERWRITING ASSOCIATION INSURANCE COMPANY SUPPORTED ORGANIZATIONS 401(K) SAVINGS PLAN | BOSTON MA | 132 | $58.9M | $1.0M |
| 3 | SALANTER AKIBA RIVERDALE ACADEMY |
BRONX NY |
| 392 |
| $58.8M |
| $584K |
| 4 | PERFORMANCE DESIGNS, INC. PERFORMANCE DESIGNS, INC. SAVINGS PLAN | DELAND FL | 204 | $11.2M | $528K |
| 5 | NEW JERSEY PROPERTY-LIABILITY INSURANCE GUARANTY ASSOCIATION INSURANCE COMPANY SUPPORTED ORGANIZATIONS 401(K) SAVINGS PLAN | BASKING RIDGE NJ | 118 | $20.6M | $488K |
| 6 | ROIG, ROSENBERG, MARTIN & BELLIDO, P.A. ROIG LAWYERS 401(K) PLAN | DEERFIELD BEACH FL | 127 | $16.9M | $398K |
| 7 | TOP FLITE FINANCIAL INC. TOP FLITE FINANCIAL INC. 401(K) PROFIT SHARING PLAN & TRUST | WILLIAMSTON MI | 238 | $13.4M | $166K |
| 8 | BORUSAN MANNESMANN PIPE U.S., INC. BORUSAN MANNESMANN 401(K) PLAN | BAYTOWN TX | 486 | $18.2M | $62K |
| 9 | KENDRICK OIL COMPANY KENDRICK OIL COMPANY 401(K) PLAN | FRIONA TX | 147 | $7.2M | $15K |
| 10 | PLAN COMPLIANCE SERVICES, INC. UNISON RISK ADVISORS POOLED EMPLOYER PLAN | CLEARWATER FL | 512 | $5.0M | $3K |
