Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding AMER BEACON SM CAP VAL FD MUTUAL FUNDS in their Schedule of Assets, totaling $1.9M 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 | KELLY SERVICES, INC KELLY RETIREMENT PLUS | TROY MI | 3,040 | $270.3M | $1.1M |
| 2 | KELLY SERVICES, INC KELLY RETIREMENT SAVINGS PLAN | TROY MI | 142,508 | $342.5M | $823K |