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 Mutual funds in their Schedule of Assets, totaling $1.6M 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 | DLB ASSOCIATES CONSULTING ENGINEERS, PC DLB ASSOCIATES 401(K) SAVINGS AND INVESTMENT PLAN | NEPTUNE NJ | 324 | $61.1M | $950K |
| 2 | COHEN HOLDINGS, INC. COHEN HOLDINGS, INC. PROFIT SHARING 401(K) PLAN AND TRUST | MIDDLETOWN OH | 313 | $20.6M | $654K |
| 3 | MUJI USA LIMITED |
NEW YORK NY |
| 164 |
| $2.3M |
| $5K |
