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 Investor Fund in their Schedule of Assets, totaling $1.9M 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 | CONNELL FOLEY, LLP CONNELL FOLEY, LLP EMPLOYEES 401(K) PROFIT SHARING PLAN | ROSELAND NJ | 253 | $145.3M | $587K |
| 2 | CONNELL FOLEY, LLP CONNELL FOLEY, LLP EMPLOYEES 401(K) PROFIT SHARING PLAN | ROSELAND NJ | 280 | $126.5M | $535K |
| 3 | KNIGHTS OF COLUMBUS |
NEW HAVEN CT |
| 686 |
| $156.0M |
| $415K |
| 4 | KNIGHTS OF COLUMBUS THE KNIGHTS OF COLUMBUS TAX SAVINGS INVESTMENT PLAN FOR U.S. AGENTS | NEW HAVEN CT | 852 | $42.7M | $379K |
