Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 17 U.S. retirement plans report holding American Beacon Small Cap Value Mutual fund in their Schedule of Assets, totaling $14.5M 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 | HINES INTERESTS LIMITED PARTNERSHIP PAY DEFERRAL AND SAVINGS PLAN OF HINES INTERESTS LIMITED PARTNERSHIP | HOUSTON TX | 2,799 | $873.2M | $8.7M |
| 2 | GREENWAY HEALTH, LLC GREENWAY HEALTH 401(K) PLAN | TAMPA FL | 645 | $106.0M | $1.8M |
| 3 | WESTERN HEALTH ADVANTAGE WESTERN HEALTH ADVANTAGE SAVINGS & RETIREMENT PLAN |
SACRAMENTO CA |
| 222 |
| $42.2M |
| $1.6M |
| 4 | ELIASSEN GROUP, LLC. ELIASSEN GROUP, LLC 401(K) PLAN | READING MA | 2,790 | $137.0M | $601K |
| 5 | UPLAND HILLS HEALTH, INC. UPLAND HILLS HEALTH 403(B) RETIREMENT PLAN | DODGEVILLE WI | 657 | $78.6M | $507K |
| 6 | GRAHAM ENTERPRISE, INC. GRAHAM ENTERPRISE 401(K) PROFIT SHARING PLAN | VERNON HILLS IL | 223 | $26.1M | $375K |
| 7 | GELITA USA, INC. GELITA USA, INC. 401(K) RETIREMENT PLAN AND TRUST | SERGEANT BLUFF IA | 347 | $64.0M | $353K |
| 8 | AMERI-NATIONAL CORPORATION AMERI-NATIONAL CORPORATION 401(K) PLAN | KANSAS CITY MO | 354 | $60.1M | $156K |
| 9 | D & S MANUFACTURING, INC. D & S MANUFACTURING 401(K) PLAN | BLACK RIVER FALLS WI | 129 | $11.6M | $118K |
| 10 | PANDI CAPITAL LLC PANDI CAPITAL LLC 401(K) PLAN | KANSAS CITY MO | 513 | $31.4M | $108K |
