Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding AMERICAN BEACON LG CAP VALUE Registered Investment Company in their Schedule of Assets, totaling $9.6M 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 | RESOLUTE INVESTMENT MANAGERS, INC. RESOLUTE INVESTMENT MANAGERS, INC. 401(K) PLAN | IRVING TX | 116 | $37.0M | $5.2M |
| 2 | HAVERTY FURNITURE COMPANIES, INC. HAVERTY FURNITURE COMPANIES, INC. THRIFT PLAN | ATLANTA GA | 2,115 | $194.1M | $2.7M |
| 3 | KITCHELL CORPORATION |
PHOENIX AZ |
| 627 |
| $87.3M |
| $1.2M |
| 4 | NEUROSURGICAL ASSOCIATES, LTD NEUROSURGICAL ASSOCIATES, LTD. PROFIT SHARING PLAN | PHOENIX AZ | 269 | $62.5M | $522K |
