Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Amcent Small Cap Value Fund Mutual fund in their Schedule of Assets, totaling $8.7M 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 | CALIFORNIA INDEPENDENT SYSTEM OPERATOR CORPORATION CALIFORNIA ISO RETIREMENT SAVINGS BENEFITS PLAN | FOLSOM CA | 731 | $443.3M | $7.4M |
| 2 | STOWERS RESOURCE MANAGEMENT INC. STOWERS GROUP RETIREMENT PLAN | KANSAS CITY MO | 401 | $108.6M | $811K |
| 3 | STOWERS RESOURCE MANAGEMENT INC. |
KANSAS CITY MO |
| 515 |
| $47.4M |
| $406K |