Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Amer Bcn Small Cap Value R5 in their Schedule of Assets, totaling $43K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | APRICOT DESIGNS, INC. SPT LABTECH, INC. RETIREMENT PLAN | COVINA CA | 116 | $10.4M | $40K |
| 2 | HEADLANDS RESEARCH, INC. HEADLANDS RESEARCH 401(K) PLAN | LAKE WORTH FL | 365 | $10.1M | $3K |
| 3 | CATHETER & MEDICAL DESIGN, LLC CMD INC. 401(K) PLAN |
NEW HOPE MN |
| 247 |
| $3.8M |
| $602 |
