Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding American Beacon Small Cap Value Fund Class R5 Mutual Fund - in their Schedule of Assets, totaling $1.8M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | ASCEND LEARNING LLC ASCEND LEARNING LLC 401(K) PLAN | LEAWOOD KS | 1,669 | $183.9M | $726K |
| 2 | WASSERMAN MEDIA GROUP, LLC WASSERMAN MEDIA GROUP 401(K) PLAN | LOS ANGELES CA | 1,460 | $107.7M | $400K |
| 3 | CONTINENTAL DISC CORPORATION LLC CONTINENTAL DISC CORPORATION LLC 401(K) PLAN |
LIBERTY MO |
| 272 |
| $33.8M |
| $380K |
| 4 | MATHESON TRUCKING, INC. MATHESON TRUCKING, INC. 401(K) PLAN | SACRAMENTO CA | 1,035 | $28.2M | $230K |
| 5 | DEXTER MAGNETIC HOLDINGS, LLC DEXTER MAGNETIC HOLDINGS, LLC 401(K) PLAN | ELK GROVE VILLAGE IL | 427 | $32.0M | $38K |
| 6 | ANNE LEWIS STRATEGIES, LLC MISSIONWIRED 401(K) PLAN | WASHINGTON DC | 279 | $23.5M | $11K |
| 7 | GREENLIGHT NETWORKS LLC GREENLIGHT NETWORKS LLC 401(K) PROFIT SHARING PLAN & TRUST | ROCHESTER NY | 155 | $7.1M | $4K |