Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding American Beacon American Beacon Small Cap Value-R6 a in their Schedule of Assets, totaling $9.8M 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 | MKS INSTRUMENTS, INC. MKS INSTRUMENTS, INC. PROFIT SHARING & 401(K) PLAN | ANDOVER MA | 2,905 | $839.6M | $8.3M |
| 2 | SALLY BEAUTY HOLDINGS, INC. SALLY BEAUTY 401(K) AND PROFIT SHARING PLAN | DENTON TX | 18,644 | $294.1M | $1.2M |
| 3 | MONTGOMERY TRANSPORT, LLC MONTGOMERY TRANSPORT, LLC 401(K) PLAN |
BIRMINGHAM AL |
| 599 |
| $8.1M |
| $266K |
| 4 | SALLY BEAUTY HOLDINGS, INC. SALLY BEAUTY DE PUERTO RICO, INC. CODA PROFIT SHARING PLAN | DENTON TX | 266 | $3.3M | $38K |
