Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Amercent Small Cap Value in their Schedule of Assets, totaling $800K 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 | BURNS ENGINEERING, INC. BURNS ENGINEERING, INC. 401(K) PROFIT SHARING PLAN | PHILADELPHIA PA | 339 | $66.4M | $783K |
| 2 | HORNE LLP HORNE LLP PUERTO RICO EMPLOYEES PROFIT SHARING PLAN | RIDGELAND MS | 161 | $6.3M | $16K |
