Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding American Beacon American Beacon Small Cap Value Institutional in their Schedule of Assets, totaling $780K 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 | BODDIE-NOELL ENTERPRISES, INC. BODDIE-NOELL ENTERPRISES, INC. SAVINGS AND EMPLOYEE RETIREMENT PLAN | ROCKY MOUNT NC | 4,230 | $64.0M | $670K |
| 2 | HOSPICE & PALLIATIVE CARE CHARLOTTE REGION HOSPICE & PALLIATIVE CARE CHARLOTTE REGION SAVINGS AND INCENTIVE PARTNERSHIP PLAN | CHARLOTTE NC | 979 | $44.8M | $111K |
