Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 26 U.S. retirement plans report holding AMER BEACON SMCP VAL R5 in their Schedule of Assets, totaling $10.6M 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 | GENUS GENUS 401(K) PLAN | DEFOREST WI | 1,049 | $141.0M | $2.7M |
| 2 | INDUSTRIAL SERVICE SOLUTIONS INDUSTRIAL SERVICE SOLUTIONS 401(K) PLAN | HOUSTON TX | 1,787 | $66.0M | $1.3M |
| 3 | FRESHPET, INC. FRESHPET, INC. 401(K) PLAN | BEDMINSTER NJ |
| 1,284 |
| $66.4M |
| $992K |
| 4 | ENCOMPASS MEDICAL GROUP, P.A. ENCOMPASS MEDICAL GROUP, P.A. 401(K) RETIREMENT PLAN | LENEXA KS | 174 | $26.5M | $870K |
| 5 | INTEGRATED POWER SERVICES INTEGRATED POWER SERVICES RETIREMENT SAVINGS PLAN | GREENVILLE SC | 1,990 | $138.1M | $741K |
| 6 | PHEASANTS FOREVER, INC. PHEASANTS FOREVER, INC. 401(K) PLAN | ST PAUL MN | 576 | $39.3M | $692K |
| 7 | HARVEY NASH, INC. HARVEY NASH, INC. 401(K) PLAN | WAYNE NJ | 807 | $35.6M | $528K |
| 8 | BAKERY EXPRESS OF CENTRAL FLORID BECF 401(K) PLAN | ORLANDO FL | 241 | $5.0M | $340K |
| 9 | MECHANICAL SYSTEMS & SERVICES MECHANICAL SYSTEMS & SERVICES, INC. RETIREMENT SAVINGS PLAN | CHARLOTTE NC | 696 | $33.9M | $315K |
| 10 | WINDOWRAMA ENTERPRISES, INC. WINDOWRAMA 401(K) PLAN | EDGEWOOD NY | 178 | $22.2M | $309K |
