Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding Amer Beacon Sm Cp Val R6 Fd in their Schedule of Assets, totaling $4.1M 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 | NFI INDUSTRIES, INC. NFI INDUSTRIES, INC. EMPLOYEE RETIREMENT SAVINGS PLAN | CAMDEN NJ | 15,891 | $299.3M | $2.1M |
| 2 | BELLISIO FOODS, INC. BELLISIO FOODS, INC. RETIREMENT SAVINGS PLAN | MINNEAPOLIS MN | 352 | $46.7M | $789K |
| 3 | STONEFIELD ENGINEERING AND DESIGN, LLC |
RUTHERFORD NJ |
| 177 |
| $8.5M |
| $705K |
| 4 | LEGAL AID OF WESTERN MISSOURI LEGAL AID OF WESTERN MISSOURI PROFIT SHARING PLAN | KANSAS CITY MO | 132 | $16.1M | $158K |
| 5 | ABRAMS FENSTERMAN, LLP ABRAMS FENSTERMAN, LLP 401(K) RETIREMENT PLAN | LAKE SUCCESS NY | 295 | $21.2M | $68K |
| 6 | BELLISIO FOODS, INC. BELLISIO FOODS, INC. UNION RETIREMENT SAVINGS PLAN | DULUTH MN | 1,004 | $7.6M | $61K |
| 7 | MICHIGAN STATE UNIVERSITY FEDERAL CREDIT UNION MICHIGAN STATE UNIVERSITY FEDERAL CREDIT UNION | EAST LANSING MI | 1,444 | $177.2M | $60K |
| 8 | SEACOR PAYROLL MANAGEMENT LLC SEACOR SAVINGS PLAN | DANIA BEACH FL | 170 | $62.1M | $48K |
| 9 | PIEDMONT ACCESS TO HEALTH SERVICES, INC. PIEDMONT ACCESS TO HEALTH SERVICES, INC. 403(B) PLAN | DANVILLE VA | 335 | $9.3M | $37K |
| 10 | TAKKION OPS MANAGEMENT LLC TAKKION OPS MANAGEMENT LLC 401(K) PLAN | EVANSVILLE WY | 1,621 | $26.0M | $26K |
