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 Registered Investment Company in their Schedule of Assets, totaling $1.1M 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 | WHITFIELD SCHOOL WHITFIELD SCHOOL RETIREMENT SAVINGS PLAN | ST. LOUIS MO | 83 | $18.4M | $578K |
| 2 | ZENAR CORPORATION ZENAR CORPORATION PROFIT SHARING PLAN AND TRUST | OAK CREEK WI | 137 | $16.1M | $511K |
