Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Amer Beacon SmCap Val R5 Fd in their Schedule of Assets, totaling $7.7M 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 | WAYNE MEMORIAL HOSPITAL, INC. WAYNE UNC 401(A) PLAN | GOLDSBORO NC | 1,586 | $47.4M | $2.1M |
| 2 | L/B WATER SERVICE, INC. L/B WATER SERVICE, INC. 401(K) PLAN | SELINSGROVE PA | 237 | $22.4M | $2.1M |
| 3 | HYDROMAT, INC. OF ST. LOUIS, MO HYDROMAT, INC. OF ST. LOUIS MO 401(K) PLAN |
MARYLAND HEIGHTS MO |
| 367 |
| $39.0M |
| $1.6M |
| 4 | WAYNE MEMORIAL HOSPITAL, INC. WAYNE UNC 403(B) PLAN | GOLDSBORO NC | 1,733 | $84.9M | $1.1M |
| 5 | MARSH, BERRY, AND COMPANY, LLC MARSH, BERRY, AND COMPANY, LLC 401(K) PROFIT SHARING PLAN | WOODMERE OH | 206 | $34.5M | $675K |
| 6 | RYZE CLAIM SOLUTIONS LLC RYZE CLAIM SOLUTIONS 401(K) PLAN | NOBLESVILLE IN | 182 | $14.9M | $57K |
| 7 | INTERCARE COMMUNITY HEALTH NETWORK INTERCARE COMMUNITY HEALTH NETWORK 401(K) RETIREMENT PLAN | BANGOR MI | 360 | $18.5M | $38K |
| 8 | VIRGIN HOTELS NORTH AMERICA, LLC VIRGIN HOTELS 401(K) PLAN | COCONUT GROVE FL | 611 | $4.7M | $22K |
