Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding American Beacon American Beacon Small-Cap Value Fund R6 in their Schedule of Assets, totaling $8.1M 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 | SOLENIS, LLC SOLENIS, LLC EMPLOYEE SAVINGS PLAN | WILMINGTON DE | 3,182 | $631.1M | $4.0M |
| 2 | EA ENGINEERING, SCIENCE, AND TECHNOLOGY, INC., PBC EA ENGINEERING, SCIENCE, AND TECHNOLOGY, INC., PBC SAVINGS AND RETIREMENT PLAN | HUNT VALLEY MD | 839 | $144.6M | $2.8M |
| 3 | PAGE ASSOCIATES, INC. |
RICHMOND VA |
| 484 |
| $49.3M |
| $612K |
| 4 | BOBBY COX COMPANIES, INC. BOBBY COX COMPANIES, INC. 401(K) SAVINGS PLAN | FORT WORTH TX | 2,089 | $23.3M | $256K |
| 5 | ALTARUM INSTITUTE ALTARUM INSTITUTE RETIREMENT & SAVINGS PLAN | NOVI MI | 268 | $79.9M | $125K |
| 6 | SHOP ARCHITECTS, INC SHOP ARCHITECTS 401(K) PLAN | NEW YORK NY | 106 | $11.5M | $123K |
| 7 | PV FLUID PRODUCTS, INC. PV FLUID PRODUCTS, INC. 401(K) PLAN | HOUSTON TX | 154 | $8.6M | $107K |
| 8 | H2 HOLDCO, INC. DBA H2HEALTH H2 HEALTH 401(K) PLAN | JACKSONVILLE FL | 3,020 | $19.1M | $84K |
