Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding American Beacon American Beacon Small Cp Val R5 in their Schedule of Assets, totaling $1.9M 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 | CHINA AIRLINES, LTD CHINA AIRLINES, LTD 401(K) THRIFT PLAN | EL SEGUNDO CA | 261 | $72.7M | $1.2M |
| 2 | REGENCY INTEGRATED HEALTH SERVICES REGENCY INTEGRATED HEALTH SERVICES 401(K) PLAN | VICTORIA TX | 9,579 | $13.5M | $322K |
| 3 | VISION PARTNERS LLC VISION PARTNERS LLC 401(K) PROFIT SHARING PLAN |
BOCA RATON FL |
| 681 |
| $50.9M |
| $287K |
| 4 | REDHORSE CORPORATION REDHORSE CORPORATION 401(K) PLAN | ARLINGTON VA | 264 | $19.0M | $122K |
| 5 | GUARDIAN CREDIT UNION GUARDIAN CREDIT UNION 401(K) PLAN AND TRUST | OAK CREEK WI | 80 | $6.8M | $19K |
| 6 | ARCHITECTURAL WOODS, L.P. ARCHITECTURAL WOODS, L.P. 401(K) PLAN | TACOMA WA | 108 | $5.9M | $9K |
