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 Value Fund R5 Mutual Fund 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.
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 | SPENCER FANE LLP SPENCER FANE RETIREMENT PLAN | KANSAS CITY MO | 910 | $263.8M | $3.3M |
| 2 | SPENCER FANE LLP SPENCER FANE ASSOCIATE RETIREMENT PLAN | KANSAS CITY MO | 154 | $5.9M | $5K |
