Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding American Beacon American Beacon Small Cap Value Fund Class R5 in their Schedule of Assets, totaling $3.8M 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 | KAJIMA U.S.A. INC. KAJIMA U.S.A. INC. 401(K) AND PROFIT SHARING PLAN | ATLANTA GA | 1,148 | $244.9M | $2.8M |
| 2 | EAB GLOBAL, INC. EAB GLOBAL, INC. 401(K) PLAN | WASHINGTON DC | 1,822 | $204.8M | $609K |
| 3 | OSCAR MANAGEMENT CORPORATION OSCAR HEALTH 401(K) PLAN |
NEW YORK NY |
| 2,405 |
| $145.2M |
| $258K |
| 4 | DJI TECHNOLOGY INC DJI TECHNOLOGY INC 401(K) PROFIT SHARING PLAN & TRUST | BURBANK CA | 114 | $7.3M | $58K |
| 5 | APEX DENTAL LABORATORY GROUP, LLC APEX DENTAL LABORATORY GROUP 401(K) PLAN | WACO TX | 321 | $7.3M | $27K |
| 6 | SONWIL DISTRIBUTION CENTER, INC. SONWIL DISTRIBUTION CENTER PROFIT SHARING RETIREMENT PLAN | WEST SENECA NY | 346 | $16.7M | $10K |