Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding American Beacon Small Cap Value Mutual funds in their Schedule of Assets, totaling $10.8M 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 | JOHNSON & WALES UNIVERSITY JOHNSON & WALES UNIVERSITY 401(K) RETIREMENT SAVINGS PLAN | PROVIDENCE RI | 1,243 | $367.9M | $5.8M |
| 2 | MONETA GROUP LLC MONETA GROUP SALARY SAVINGS PLAN | CLAYTON MO | 518 | $144.0M | $5.0M |
| 3 | WHATABURGER OF MESQUITE, INC. WHATABURGER OF MESQUITE, INC. PROFIT SHARING PLAN |
MESQUITE TX |
| 612 |
| $3.5M |
| $10K |
