Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding American Beacon Funds Large Cap Value Fund in their Schedule of Assets, totaling $13.6M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | ALTER COMPANIES, INC. ALTER 401(K) RETIREMENT PLAN | CREVE COEUR MO | 1,381 | $131.0M | $8.4M |
| 2 | AMERICAN SOCIETY FOR TESTING AND MATERIALS ASTM TAX SHELTERED SAVINGS PLAN | WEST CONSHOHOCKEN PA | 311 | $73.0M | $4.3M |
| 3 | WHITLEY PENN, LLP WHITLEY PENN 401(K) PROFIT SHARING PLAN |
FORT WORTH TX |
| 739 |
| $134.8M |
| $903K |
