Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding American Beacon Amer Beacon SmCap Val R5 Fd in their Schedule of Assets, totaling $244K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | PHOENIX TUBE COMPANY, INC. PHOENIX TUBE COMPANY, INC. 401(K) PROFIT SHARING PLAN | BETHLEHEM PA | 134 | $12.7M | $168K |
| 2 | NATIONAL 4-H COUNCIL NATIONAL 4-H COUNCIL 403(B) PLAN | WASHINGTON DC | 125 | $15.3M | $75K |
