Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding American Beacon American Beacon Small Cap Value Fund Class Institutional # 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.
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 | THE BERNICK COMPANIES THE BERNICK COMPANIES PROFIT SHARING 401(K) PLAN | ST. CLOUD MN | 668 | $64.3M | $1.4M |
| 2 | BRAZEWAY, LLC BRAZEWAY SAVINGS PLAN | ADRIAN MI | 243 | $55.1M | $530K |