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 Registered investment companies in their Schedule of Assets, totaling $5.3M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | NBBJ DESIGN NBBJ GROUP RETIREMENT SAVINGS AND INVESTMENT PLAN | SEATTLE WA | 508 | $193.8M | $4.0M |
| 2 | KORBER SUPPLY CHAIN US, INC. KORBER SUPPLY CHAIN US, INC. 401(K) SAVINGS PLAN | BLOOMINGTON MN | 539 | $75.6M | $716K |
| 3 | GEO SERVICES, LLC GEO SERVICES, LLC 401(K) PLAN |
SIGNAL HILL CA |
| 154 |
| $21.6M |
| $632K |
