Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding American Beacon American Beacon Small Cap Value Fund Investor Class in their Schedule of Assets, totaling $264K 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 | GRACE HEALTH GRACE HEALTH 401(K) PLAN | BATTLE CREEK MI | 393 | $30.8M | $93K |
| 2 | CTG, LLC CLEANING TECHNOLOGIES GROUP, LLC 401(K) PROFIT SHARING RETIREMENT PLAN | CINCINNATI OH | 175 | $21.0M | $87K |
| 3 | WHISTLEPIG GOAMERICAGO BEVERAG WHISTLEPIG GOAMERICAGO BEVERAG 401(K) PROFIT SHARING PLAN & TRUST |
SHOREHAM VT |
| 128 |
| $6.3M |
| $83K |
