Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding American Beacon Small Cap Value Fund Registered investment company in their Schedule of Assets, totaling $1.1M 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 | R.A JONES & CO. INC. R.A. JONES & CO. INC. COMPANY FUNDED DEFINED BENEFIT PLAN | COVINGTON KY | 59 | $12.6M | $553K |
| 2 | R.A JONES & CO. INC. PACKAGING TECHNOLOGIES PENSION PLAN FOR HOURLY EMPLOYEES | DAVENPORT IA | 18 | $8.9M | $337K |
| 3 | ARENA ENERGY, LLC |
THE WOODLANDS TX |
| 449 |
| $70.0M |
| $223K |
| 4 | T3W BUSINESS SOLUTIONS, INC. T3W BUSINESS SOLUTIONS, INC. 401(K) PLAN | SAN DIEGO CA | 147 | $7.3M | $1K |
