Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding American Beacon American Beacon Small Cap Val R5 in their Schedule of Assets, totaling $5.8M 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 | PERFICIENT, INC. THE PERFICIENT, INC. 401(K) EMPLOYEE SAVINGS PLAN | ST. LOUIS MO | 2,450 | $391.4M | $3.0M |
| 2 | LEE KENNEDY CO, INC. LEE KENNEDY CO., INC. 401(K) AND PROFIT SHARING PLAN | QUINCY MA | 108 | $29.0M | $888K |
| 3 | FORESIGHT ENERGY LLC FORESIGHT ENERGY LLC 401(K) PLAN |
ST. LOUIS MO |
| 788 |
| $68.0M |
| $852K |
| 4 | TRUSTEES FLINT DEFINED CONTRIB FUND FLINT PLUMBING DEFINED CONTRIBUTION FUND | LANSING MI | 568 | $23.0M | $701K |
| 5 | SAFEHOLD INC. SAFEHOLD SAVINGS AND RETIREMENT PLAN TRUST | NEW YORK NY | 81 | $63.0M | $248K |
| 6 | PRECISION HELIPARTS, INC. PAG HOLDING CORP 401(K) PROFIT SHARING PLAN | ATLANTA GA | 223 | $17.9M | $56K |
| 7 | 61ST STREET SERVICE CORPORATION 61ST STREET SERVICE CORPORATION 401(K) RETIREMENT PLAN | NEW YORK NY | 1,497 | $62.7M | $38K |
| 8 | CRIMSON OAK GROVE RESOURCES, LLC CRIMSON OAK GROVE RESOURCES, LLC HOURLY SAVINGS PLAN | POWHATAN POINT OH | 381 | $12.7M | $29K |
| 9 | G2 OPS, INC. G2 OPS, INC. 401(K) PLAN | VIRGINIA BEACH VA | 134 | $8.2M | $2K |
