Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding American Beacon American Beacon Small-Cap Value N/R in their Schedule of Assets, totaling $4.9M 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 | MOUNT NITTANY MEDICAL CENTER MOUNT NITTANY MEDICAL CENTER 403(B) PLAN | STATE COLLEGE PA | 2,590 | $165.8M | $2.8M |
| 2 | CLAIMS SERVICES GROUP, LLC SOLERA HOLDINGS, LLC RETIREMENT SAVINGS PLAN | WESTLAKE TX | 2,881 | $314.9M | $1.7M |
| 3 | TRUSTED FRATERNAL LIFE TRUSTED FRATERNAL LIFE 401(K) PLAN |
MILWAUKEE WI |
| 109 |
| $30.1M |
| $339K |
| 4 | METAL TEXTILES CORPORATION METAL TEXTILES CORPORATION EMPLOYEES' SAVINGS PLAN | EDISON NJ | 247 | $21.1M | $155K |
| 5 | IKEA PURCHASING SERVICES (US), INC. INTER IKEA TACK PROGRAM | KING OF PRUSSIA PA | 193 | $2.6M | $2K |