Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding American Beacon Small Cap Value Fund R5 Mutual Fund - in their Schedule of Assets, totaling $2.1M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | PRECISION DRILLING (US) CORPORATION PRECISION DRILLING (US) CORPORATION 401(K) PLAN | HOUSTON TX | 1,290 | $86.1M | $912K |
| 2 | AVIDEX INDUSTRIES, LLC AVIDEX INDUSTRIES SAVINGS INVESTMENT PLAN | CARY NC | 484 | $58.2M | $652K |
| 3 | MINTZER SAROWITZ ZERIS & WILLIS, PLLC |
PHILADELPHIA PA |
| 117 |
| $20.4M |
| $258K |
| 4 | LONE WOLF REAL ESTATE TECHNOLOGIES, INC. LONE WOLF REAL ESTATE TECHNOLOGIES, INC. 401(K) PLAN | DALLAS TX | 290 | $23.0M | $131K |
| 5 | H.R. OPTIONS, INC. H.R. OPTIONS, INC. 401(K) PLAN | CONCORD CA | 369 | $8.2M | $96K |
| 6 | WASSERMAN MUSIC, LLC WASSERMAN MUSIC 401K PLAN | LOS ANGELES CA | 292 | $17.8M | $57K |
