Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding American Beacon Small Cap Mutual fund in their Schedule of Assets, totaling $3.0M 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 | HEDRICK GARDNER KINCHELOE & GAROFALO, LLP HEDRICK GARDNER RETIREMENT SAVINGS PLAN | CHARLOTTE NC | 183 | $45.4M | $1.9M |
| 2 | ZOELLER COMPANY ZOELLER COMPANY RETIREMENT SAVINGS PLAN AND TRUST | LOUISVILLE KY | 715 | $117.9M | $911K |
| 3 | KATAHDIN TRUST COMPANY KATAHDIN TRUST COMPANY 401(K) PLAN |
HOULTON ME |
| 175 |
| $24.3M |
| $163K |
| 4 | CAUDILL SEED AND WAREHOUSE CO., INC CSC PROFIT SHARING & 401(K) PLAN | LOUISVILLE KY | 99 | $11.8M | $57K |
