Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding American Beacon Small Cap Value R5 Fund " in their Schedule of Assets, totaling $3.9M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | PAXXUS, INC. PAXXUS, INC. EMPLOYEES PROFIT SHARING AND 401(K) PLAN | ADDISON IL | 196 | $20.7M | $1.6M |
| 2 | PREMIER RESEARCH INTERNATIONAL LLC PREMIER RESEARCH INTERNATIONAL, LLC 401(K) PLAN | MORRISVILLE NC | 925 | $116.1M | $732K |
| 3 | NATIONAL AUSTRALIA BANK LIMITED |
NEW YORK NY |
| 100 |
| $61.0M |
| $509K |
| 4 | R.G. BRINKMANN COMPANY R.G. BRINKMANN COMPANY PROFIT SHARING PLAN AND TRUST | CHESTERFIELD MO | 467 | $47.1M | $375K |
| 5 | ALEGEUS TECHNOLOGIES, LLC ALEGEUS TECHNOLOGIES LLC 401(K) PLAN | WALTHAM MA | 687 | $58.0M | $260K |
| 6 | POLYCARBON INDUSTRIES, INC. PCI SYNTHESIS 401(K) RETIREMENT PLAN | NEWBURYPORT MA | 90 | $9.3M | $214K |
| 7 | STERLING AND FRANCINE CLARK ART INSTITUTE STERLING AND FRANCINE CLARK ART INSTITUTE DC PLAN | WILLIAMSTOWN MA | 113 | $40.7M | $135K |
| 8 | PENSACOLA PEDIATRICS PA PENSACOLA PEDIATRICS PA 401(K) RETIREMENT PLAN | PENSACOLA FL | 100 | $16.4M | $23K |
| 9 | FLORIDA INSTITUTE FOR LONG TERM CARE LLC FLORIDA INSTITUTE FOR LONG TERM CARE LLC 401(K) PLAN | BALA CYNWYD PA | 3,051 | $6.3M | $18K |
