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 " in their Schedule of Assets, totaling $3.9M 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 | V2X, INC. V2X 401K RETIREMENT PLAN | MADISON MS | 13,781 | $644.4M | $3.4M |
| 2 | HUNTER SERVICES, LLC HUNTER SERVICES, LLC RETIREMENT SAVINGS PLAN | BUTLER PA | 776 | $85.8M | $229K |
| 3 | NUMERATOR NUMERATOR 401(K) PLAN | CHICAGO IL |
| 690 |
| $67.9M |
| $118K |
| 4 | FIDDLERS ELBOW GOLF & COUNTRY CLUB, INC. FIDDLERS ELBOW COUNTRY CLUB 401K PLAN | BEDMINSTER NJ | 241 | $6.6M | $90K |
| 5 | APPLE TREE ENTERPRISES, INC. APPLE TREE ENTERPRISES, INC. PROFIT SHARING PLAN | FLETCHER NC | 131 | $5.4M | $36K |
| 6 | IMPACT COMMUNICATION PARTNERS, INC. IMPACT COMMUNICATION PARTNERS, INC 401(K) PLAN | NEW YORK NY | 88 | $20.1M | $31K |
