Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding AMCENT US SMCAP VAL EQ TRUST 1 Common Collective Trust Fund in their Schedule of Assets, totaling $22.5M 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 | EVERSHEDS SUTHERLAND (US) LLP EVERSHEDS SUTHERLAND (US) LLP MASTER RETIREMENT TRUST | WASHINGTON DC | — | $495.1M | $8.4M |
| 2 | EVERSHEDS SUTHERLAND (US) LLP EVERSHEDS SUTHERLAND (US) LLP RETIREMENT PLAN A | WASHINGTON DC | 694 | $437.6M | $7.3M |
| 3 | KRAUS-ANDERSON, INCORPORATED |
MINNEAPOLIS MN |
| 521 |
| $121.5M |
| $4.2M |
| 4 | WESTWOOD HOLDINGS GROUP, INC. SAVINGS PLAN WESTWOOD HOLDINGS GROUP, INC. SAVINGS PLAN | DALLAS TX | 151 | $51.6M | $1.5M |
| 5 | EVERSHEDS SUTHERLAND (US) LLP EVERSHEDS SUTHERLAND (US) LLP RETIREMENT PLAN B | WASHINGTON DC | 321 | $70.2M | $1.1M |
