Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 27 U.S. retirement plans report holding American Beacon American Beacon Small-Cap Value Fund in their Schedule of Assets, totaling $33.2M 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 | APACHE CORPORATION APACHE CORPORATION 401(K) SAVINGS PLAN | HOUSTON TX | 1,563 | $715.3M | $6.7M |
| 2 | FIRST SOLAR, INC. FIRST SOLAR, INC. 401(K) PLAN | PERRYSBURG OH | 3,960 | $361.5M | $4.5M |
| 3 | AMERICAN TOWER CORPORATION AMERICAN TOWER RETIREMENT SAVINGS PLAN |
BOSTON MA |
| 2,436 |
| $522.8M |
| $3.8M |
| 4 | BEMIS MANUFACTURING COMPANY BEMIS EMPLOYEES' SAVINGS PLAN | SHEBOYGAN FALLS WI | 385 | $107.6M | $3.2M |
| 5 | MASSEY SERVICES, INC. MASSEY SERVICES, INC. 401(K) RETIREMENT PLAN | ORLANDO FL | 2,413 | $105.8M | $2.9M |
| 6 | BEMIS MANUFACTURING COMPANY BEMIS MANUFACTURING COMPANY EXTRA RETIREMENT SAVINGS AND TRUST | SHEBOYGAN FALLS WI | 847 | $53.3M | $2.6M |
| 7 | APACHE CORPORATION APACHE CORPORATION MONEY PURCHASE RETIREMENT PLAN | HOUSTON TX | 1,583 | $271.3M | $2.2M |
| 8 | MONTGOMERY MCCRACKEN WALKER & RHOADS LLP MONTGOMERY, MCCRACKEN, WALKER & RHOADS, LLP RETIREMENT SAVINGS PLAN | PHILADELPHIA PA | 97 | $74.4M | $1.5M |
| 9 | KELLY HART & HALLMAN LLP KELLY HART & HALLMAN PROFIT SHARING PLAN AND TRUST | FORT WORTH TX | 233 | $161.4M | $1.4M |
| 10 | PFM FINANCIAL ADVISORS LLC PFM 401(K) PLAN | PHILADELPHIA PA | 364 | $163.8M | $886K |
