Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding AMG River Road Small Mid Cap Value in their Schedule of Assets, totaling $3.4M 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 | BBR PARTNERS, LLC BBR PARTNERS, LLC RETIREMENT PLAN | NEW YORK NY | 174 | $44.2M | $2.8M |
| 2 | ATHENA HEALTH CARE ASSOCIATES, INC. ATHENA HEALTH CARE ASSOCIATES, INC. 401K PLAN | FARMINGTON CT | 11,373 | $118.4M | $592K |
