Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding American Beacon Small Cap Value R5 Mutual funds in their Schedule of Assets, totaling $392K 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 | BRYN MAWR SCHOOL FOR GIRLS OF BALTIMORE CITY, INC. BRYN MAWR SCHOOL RETIREMENT PLAN FOR FACULTY MEMBERS AND ADMINISTRATIVE STAFF | BALTIMORE MD | 277 | $50.7M | $371K |
| 2 | RANCHO VALENCIA RESORT PARTNERS,LLC RANCHO VALENCIA RESORT & SPA 401(K) PLAN | RANCHO SANTA FE CA | 325 | $10.1M | $20K |
