Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding American Beacon Small-Cap Value R5 Mutual Fund in their Schedule of Assets, totaling $3.5M 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 | THE CHILDREN'S HOSPITAL OF ALABAMA CHILDREN'S OF ALABAMA 401(K) PLAN | BIRMINGHAM AL | 5,592 | $618.0M | $1.5M |
| 2 | THE INTERLAKE STEAMSHIP COMPANY INC. PENSION PLAN FOR NON-LICENSED EMPLOYEES | MIDDLEBURG HEIGHTS OH | 162 | $27.2M | $688K |
| 3 | C.L. SMITH COMPANY NOVVIA GROUP 401(K) PROFIT SHARING PLAN |
ST. LOUIS MO |
| 573 |
| $22.1M |
| $413K |
| 4 | ASSOCIATED ANESTHESIOLOGISTS, INC. ASSOCIATED ANESTHESIOLOGISTS, INC. 401(K) PROFIT SHARING PLAN | TULSA OK | 128 | $86.4M | $293K |
| 5 | COMMUNITYCARE, HMO, INC. COMMUNITYCARE 401(K) SAVINGS PLAN | TULSA OK | 476 | $61.4M | $188K |
| 6 | TRUSTEES-SHEET METAL WORKERS' LOCAL 270 DC PENSION PLAN SHEET METAL WORKERS' 270 DEFINED CONTRIBUTION PENSION PLAN | TULSA OK | 396 | $8.7M | $102K |
| 7 | TACONY CORPORATION TACONY CORPORATION RETIREMENT PLAN | FENTON MO | 241 | $46.3M | $88K |
| 8 | CAREVET MISSOURI, LLC CAREVET RETIREMENT SAVINGS PLAN | ST. LOUIS MO | 2,317 | $25.1M | $78K |
| 9 | SURVIVAL FLIGHT AIR AMBULANCE, LLC SURVIVAL FLIGHT AIR AMBULANCE, LLC 401(K) PROFIT SHARING PLAN | CHANDLER AZ | 623 | $14.5M | $72K |
| 10 | MISSION LINEN SUPPLY MISSION LINEN SUPPLY SALARY SAVINGS PLAN | SANTA BARBARA CA | 922 | $72.8M | $31K |
