Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 14 U.S. retirement plans report holding AMERCENT INFL ADJ BD R5 in their Schedule of Assets, totaling $2.2M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | INFINITY SYSTEMS ENGINEERING INFINITY SYSTEMS ENGINEERING, LLC 401(K) PLAN | COLORADO SPRINGS CO | 288 | $70.0M | $730K |
| 2 | COOPER INVESTORS, INC. COOPER INVESTORS, INC. 401(K) PLAN | WHITESTONE NY | 286 | $61.2M | $729K |
| 3 | AMERISAFE, INC. AMERISAFE, INC. 401(K) PLAN |
DERIDDER LA |
| 353 |
| $44.8M |
| $154K |
| 4 | FRESHPET, INC. FRESHPET, INC. 401(K) PLAN | BEDMINSTER NJ | 1,284 | $66.4M | $144K |
| 5 | MILLENNIUM PARTNERS MANAGEMENT L MILLENNIUM PARTNERS MANAGEMENT LLC 401(K) PLAN | NEW YORK NY | 123 | $29.7M | $116K |
| 6 | HARVEY NASH, INC. HARVEY NASH, INC. 401(K) PLAN | WAYNE NJ | 807 | $35.6M | $77K |
| 7 | EXELA PHARMA SCIENCES, LLC EXELA PHARMA SCIENCES, LLC 401(K) SAFE HARBOR PLAN | LENOIR NC | 433 | $15.8M | $69K |
| 8 | HEALTHWORKS FITNESS CENTERS, INC HEALTHWORKS 401(K) PROFIT SHARING PLAN | CAMBRIDGE MA | 175 | $10.9M | $50K |
| 9 | PIC GROUP, INC. PIC GROUP, INC. 401(K) WEALTH ACCUMULATION PLAN | ATLANTA GA | 326 | $38.2M | $33K |
| 10 | THE CHILDRENS SVC CTR OF WYO VAL THE CHILDRENS SVC CTR OF WYO VAL 401(K) PLAN | WILKES BARRE PA | 405 | $15.2M | $29K |
