Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding AMERICAN BEACON SM CAP VAL R5 Registered Investment Company in their Schedule of Assets, totaling $3.3M 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 | SOUTHERN GLAZER'S WINE & SPIRITS OF NEW YORK, LLC SGWS OF NEW YORK SALES, WAREHOUSE AND CLERICAL 401(K) PLAN | SYOSSET NY | 355 | $72.6M | $3.3M |
| 2 | CLEMENTINA-CLEMCO HOLDINGS, INC. CLEMENTINA-CLEMCO GROUP 401(K) PLAN | WASHINGTON MO | 135 | $16.4M | $3K |
