Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding American Beacon Small Cap Value Institutional in their Schedule of Assets, totaling $407K 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 | WOLTER, INC. WOLTER INC. SALARY SAVINGS PLAN | BROOKFIELD WI | 644 | $48.0M | $208K |
| 2 | MJ INSURANCE INC. MJ INSURANCE, INC. 401(K) PLAN | CARMEL IN | 225 | $41.9M | $200K |