Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding American Beacon American Beacon Small Cap Value Fund; R6 Class in their Schedule of Assets, totaling $10.4M 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 | SAUDER WOODWORKING CO. SAUDER WOODWORKING CO. RETIREMENT AND 401(K) PLAN | ARCHBOLD OH | 1,766 | $335.5M | $5.3M |
| 2 | CEVA LOGISTICS U.S. HOLDINGS, INC. CEVA 401(K) PLAN | HOUSTON TX | 9,274 | $584.8M | $3.7M |
| 3 | AUTONEUM NORTH AMERICA, INC. AUTONEUM NORTH AMERICA, INC. RETIREMENT AND SAVINGS PLAN |
NOVI MI |
| 713 |
| $82.5M |
| $744K |
| 4 | PRINCIPLE BUSINESS ENTERPRISES, INC. PRINCIPLE BUSINESS ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN | DUNBRIDGE OH | 289 | $25.2M | $296K |
| 5 | MAZUMA CREDIT UNION MAZUMA CREDIT UNION 401(K) SUCCESS SHARING PLAN | OVERLAND PARK KS | 272 | $22.5M | $160K |
| 6 | UNITED INSURANCE MANAGEMENT, LC UNITED INSURANCE MANAGEMENT, LC 401(K) PROFIT SHARING PLAN | ST. PETERSBURG FL | 70 | $22.2M | $81K |
| 7 | SKYWAY UNDERWRITERS, LLC AMERICAN COASTAL 401K PLAN | ST. PETERSBURG FL | 79 | $24.5M | $56K |