Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding AMERICAN BEACON LG CP VAL R5 Registered Investment Company in their Schedule of Assets, totaling $32.9M 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 | HOK GROUP, INC. HOK GROUP, INC. 401(K) PROFIT SHARING PLAN | ST. LOUIS MO | 1,414 | $361.8M | $19.3M |
| 2 | PACHULSKI STANG ZIEHL & JONES LLP PACHULSKI STANG ZIEHL & JONES LLP PROFIT SHARING PLAN | LOS ANGELES CA | 111 | $148.2M | $7.5M |
| 3 | DAVIDSON KEMPNER CAPITAL MANAGEMENT LP |
NEW YORK NY |
| 333 |
| $219.1M |
| $4.3M |
| 4 | WORLD OIL CORP WORLD OIL SAVINGS AND RETIREMENT PLAN | SOUTH GATE CA | 712 | $64.3M | $1.8M |
