Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Amer Beacon SmCap Val R5 Fd Registered Investment Company in their Schedule of Assets, totaling $745K 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 | NATIONAL SPINE AND PAIN CENTERS, LLC NATIONAL SPINE AND PAIN CENTERS, LLC 401(K) PLAN | FREDERICK MD | 886 | $69.0M | $724K |
| 2 | HASC CENTER INC. HASC CENTER 401(K) SAVINGS PLAN | BROOKLYN NY | 1,978 | $14.2M | $21K |
