Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding American Beacon Small Cap Value Fund Institutional Class in their Schedule of Assets, totaling $423K 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 | NAVEX GLOBAL, INC. NAVEX GLOBAL 401(K) PLAN | LAKE OSWEGO OR | 979 | $94.8M | $336K |
| 2 | VENATOR MATERIALS LLC. VENATOR MATERIALS LLC 401(K) PLAN | THE WOODLANDS TX | 90 | $19.9M | $85K |
| 3 | JEROME HOME JEROME HOME 401(K) PLAN | NEW BRITAIN |
| 186 |
| $3.6M |
| $3K |