Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding American Beacon Small Cap Value Fund; R6 Class Mutual fund - in their Schedule of Assets, totaling $2.7M 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 | WEIR GROUP, INC. WEIR GROUP, INC. 401(K) PLAN | IRVING TX | 1,692 | $444.2M | $839K |
| 2 | TRI POINTE HOMES HOLDINGS, INC. TRI POINTE GROUP 401(K) PROFIT SHARING PLAN | IRVINE CA | 1,642 | $191.1M | $534K |
| 3 | DEACON HOLDINGS, INC. THE DEACON 401(K) PLAN |
CITRUS HEIGHTS CA |
| 272 |
| $65.2M |
| $345K |
| 4 | LOUISIANA ORTHOPAEDIC SPECIALISTS, LLC LOUISIANA ORTHOPAEDIC SPECIALISTS 401(K) PLAN | LAFAYETTE LA | 207 | $19.1M | $262K |
| 5 | NATERRA INTERNATIONAL, INC. NATERRA INTERNATIONAL, INC. 401(K) PLAN | COPPELL TX | 805 | $11.9M | $230K |
| 6 | PRIME FINANCE ADVISOR, L.P. PRIME FINANCE ADVISOR, L.P. 401(K) PROFIT SHARING PLAN & TRUST | SAN FRANCISCO CA | 139 | $24.7M | $196K |
| 7 | POST ACUTE PARTNERS, LLC POST ACUTE PARTNERS RETIREMENT PLAN | NEW YORK NY | 4,761 | $63.1M | $173K |
| 8 | API HEAT TRANSFER INC. API HEAT TRANSFER INC. 401(K) PLAN | BUFFALO NY | 371 | $52.0M | $144K |
