Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding American Beacon Funds American Beacon Small Cap Value Fund in their Schedule of Assets, totaling $5.8M 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 | PEAK6 GROUP LLC PEAK6 GROUP LLC 401(K) PS PLAN | CHICAGO IL | 318 | $101.2M | $2.9M |
| 2 | GROUPE SEB GROUPE SEB EMPLOYEES' RETIREMENT INCOME PLAN | PARSIPPANY NJ | 583 | $137.3M | $1.9M |
| 3 | EMERGENT HEALTH PARTNERS EMERGENT HEALTH PARTNERS 403(B) RETIREMENT PLAN |
ANN ARBOR MI |
| 1,030 |
| $59.4M |
| $614K |
| 4 | WILLIS CADILLAC, INC. WILLIS CADILLAC, INC. RETIREMENT PLAN | DES MOINES IA | 444 | $45.1M | $280K |
| 5 | LUXOFT USA, INC. LUXOFT 401(K) PLAN | NEW YORK NY | 709 | $53.5M | $174K |
