Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 14 U.S. retirement plans report holding American Beacon Small Cap Value Fund Class R5 " in their Schedule of Assets, totaling $11.1M 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 | VALEO NORTH AMERICA, INC. VALEO, INC RETIREMENT SAVINGS PLAN | TROY MI | 3,485 | $619.1M | $5.1M |
| 2 | TORAY PLASTICS AMERICA, INC. TORAY 401(K) SAVINGS PLAN | NORTH KINGSTOWN RI | 1,828 | $358.1M | $2.2M |
| 3 | UNIVERSAL WEATHER AND AVIATION, LLC UNIVERSAL WEATHER AND AVIATION, LLC 401(K) PLAN |
HOUSTON TX |
| 994 |
| $108.5M |
| $1.3M |
| 4 | OPTIV SECURITY INC. OPTIV SECURITY INC. 401(K) RETIREMENT SAVING PLAN | DENVER CO | 1,790 | $263.2M | $918K |
| 5 | CANTOR COLBURN LLP CANTOR COLBURN LLP 401(K) PROFIT SHARING PLAN | HARTFORD CT | 215 | $89.0M | $521K |
| 6 | AMERICAN DIABETES ASSOCIATION AMERICAN DIABETES ASSOCIATION 403(B) RETIREMENT SAVINGS PLAN | ARLINGTON VA | 433 | $42.5M | $208K |
| 7 | GAN CORPORATION GAN CORPORATION 401(K) PROFIT SHARING PLAN | HUNTSVILLE AL | 141 | $24.4M | $175K |
| 8 | CREST FURNITURE INC CREST FURNITURE INC 401(K) PROFIT SHARING PLAN & TRUST | DAYTON NJ | 215 | $4.7M | $143K |
| 9 | JS PRODUCTS, INC. JS PRODUCTS, INC. 401(K) PLAN | LAS VEGAS NV | 155 | $8.0M | $127K |
| 10 | ASSOCIATED LUXURY HOTELS INTERNATIONAL HOLDINGS, L ASSOCIATED LUXURY HOTELS INTERNATIONAL HOLDINGS LLC 401(K) PLAN | PLANO TX | 122 | $22.7M | $114K |
