Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 55 U.S. retirement plans report holding American Beacon Small Cap Value Fund Mutual fund in their Schedule of Assets, totaling $74.4M 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 | JANNEY MONTGOMERY SCOTT LLC JANNEY MONTGOMERY SCOTT LLC PROFIT SHARING AND SAVINGS PLAN | PHILADELPHIA PA | 2,413 | $766.2M | $16.4M |
| 2 | MERCURY GENERAL CORPORATION MERCURY GENERAL CORPORATION PROFIT SHARING PLAN | LOS ANGELES CA | 4,207 | $940.9M | $11.9M |
| 3 | MOSS ADAMS LLP |
SEATTLE WA |
| 3,963 |
| $633.5M |
| $7.2M |
| 4 | J. J. KELLER & ASSOCIATES, INC. J. J. KELLER & ASSOCIATES, INC. EMPLOYEES' 401K SAVINGS AND RETIREMENT PLAN | NEENAH WI | 1,840 | $173.2M | $6.3M |
| 5 | PROTIVITI INC PROTIVITI INC. 401K AND PROFIT SHARING PLAN | SAN RAMON CA | 4,976 | $814.1M | $3.5M |
| 6 | AQUENT LLC AQUENT LLC 401(K) PLAN | BOSTON MA | 3,822 | $333.1M | $3.3M |
| 7 | ROBERT HALF INC. ROBERT HALF INC. 401(K) PLAN | SAN RAMON CA | 5,431 | $597.9M | $2.2M |
| 8 | ADVENT INTERNATIONAL L.P. ADVENT INTERNATIONAL L.P. EMPLOYEES' PROFIT-SHARING RETIREMENT PLAN | BOSTON MA | 299 | $117.9M | $2.0M |
| 9 | REALNETWORKS, LLC. REALNETWORKS, LLC. 401(K) PLAN | SEATTLE WA | 59 | $89.2M | $1.8M |
| 10 | TOYO TIRE HOLDINGS OF AMERICAS INC. TOYO RETIREMENT PLAN | COSTA MESA CA | 2,293 | $120.9M | $1.5M |
