Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 126 U.S. retirement plans report holding American Beacon Small-Cap Value Fund in their Schedule of Assets, totaling $155.8M 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 | CHICAGO MERCANTILE EXCHANGE, INC. CHICAGO MERCANTILE EXCHANGE, INC. 401(K) SAVINGS PLAN | CHICAGO IL | 2,245 | $1.1B | $30.9M |
| 2 | CBIZ, INC. CBIZ, INC. RETIREMENT SAVINGS PLAN | CLEVELAND OH | 6,992 | $1.4B | $24.8M |
| 3 | IOWA HEALTH SYSTEM IOWA HEALTH SYSTEM SECTION 401(K) RETIREMENT SAVINGS PLAN |
WEST DES MOINES IA |
| 25,777 |
| $3.3B |
| $16.7M |
| 4 | DPR CONSTRUCTION DPR CONSTRUCTION RETIREMENT SAVINGS PLAN | SANTA CLARA CA | 8,307 | $1.1B | $6.9M |
| 5 | CONTINENTAL RESOURCES, INC. CONTINENTAL RESOURCES, INC. 401(K) | OKLAHOMA CITY OK | 1,400 | $389.7M | $5.0M |
| 6 | JEFFERSON CITY MEDICAL GROUP, P.C. JEFFERSON CITY MEDICAL GROUP, P. C. PROFIT SHARING PLAN | JEFFERSON CITY MO | 531 | $113.1M | $4.9M |
| 7 | SM ENERGY COMPANY SM ENERGY COMPANY 401(K) PROFIT SHARING PLAN | DENVER CO | 651 | $190.3M | $4.4M |
| 8 | BRAMCO INC. BRAMCO RETIREMENT PLAN | LOUISVILLE KY | 682 | $97.5M | $3.6M |
| 9 | THE ANDERSONS, INC. THE ANDERSONS, INC. RETIREMENT SAVINGS INVESTMENT PLAN | MAUMEE OH | 2,020 | $368.4M | $3.5M |
| 10 | PACWEST BANCORP PACWEST BANCORP 401(K) PLAN | BREA CA | 2,409 | $231.3M | $3.0M |
