Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Amer Bcn Stphns Mid-Cap Gr R5 Registered Investment Company in their Schedule of Assets, totaling $3.8M 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 | ANUVU OPERATIONS LLC ANUVU RETIREMENT PLAN | SANTA ANA CA | 453 | $45.4M | $1.8M |
| 2 | ANUVU OPERATIONS LLC ANUVU RETIREMENT PLAN | SANTA ANA CA | 449 | $38.5M | $1.3M |
| 3 | ASAHI/AMERICA, INC ASAHI/AMERICA 401(K) PLAN | LAWRENCE MA |
| 193 |
| $24.1M |
| $224K |
| 4 | NEVCO SPORTS, LLC NEVCO SPORTS, LLC 401(K) PLAN | EDWARDSVILLE IL | 171 | $14.1M | $223K |
| 5 | FRANKENMUTH CREDIT UNION FRANKENMUTH CREDIT UNION 401(K) RETIREMENT SAVINGS | FRANKENMUTH MI | 441 | $35.1M | $114K |
| 6 | FIDDLERS ELBOW GOLF & COUNTRY CLUB, INC. FIDDLERS ELBOW COUNTRY CLUB 401K PLAN | BEDMINSTER NJ | 241 | $6.6M | $100K |
| 7 | DIAMOND GROWTH PARTNERS, LLC DIAMOND GROWTH PARTNERS, LLC 401(K) PLAN | BEAVERCREEK OH | 46 | $19.8M | $47K |
| 8 | QBASE HOLDINGS, L.L.C. QBASE HOLDINGS, LLC 401(K) PLAN | BEAVERCREEK OH | 39 | $16.3M | $16K |
