Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Amer Bcn Small Cap Value R5 Registered Investment Company in their Schedule of Assets, totaling $1.4M 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 | RPS AMERICAS, INC. RPS 401(K) PLAN | HOUSTON TX | 298 | $59.4M | $621K |
| 2 | BANKERS BANK BANKERS' BANK 401(K) PLAN | MADISON WI | 133 | $35.4M | $559K |
| 3 | HORD COPLAN MACHT, INC. HORD COPLAN MACHT, INC. 401K RETIREMENT PLAN | BALTIMORE |
| 353 |
| $50.8M |
| $143K |
| 4 | IVEK CORPORATION IVEK CORPORATION 401(K) PLAN | N. SPRINGFIELD VT | 94 | $15.9M | $60K |
| 5 | REENERGY HOLDINGS LLC REENERGY HOLDINGS 401K RETIREMENT PLAN | ALBANY NY | 188 | $22.5M | $12K |
| 6 | NOBULL, LLC NOBULL, LLC 401(K) PLAN | BOSTON MA | 116 | $6.4M | $9K |
