Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding American Beacon Small Cap Value R6 Mutual fund N/A in their Schedule of Assets, totaling $3.3M 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 | NORTH AMERICAN SCIENCE ASSOCIATES, LLC NORTH AMERICAN SCIENCE ASSOCIATES, LLC PROFIT SHARING & 401(K) PLAN | NORTHWOOD OH | 888 | $120.6M | $1.4M |
| 2 | CERTARA USA, INC. CERTARA USA, INC. 401(K) PLAN | RADNOR PA | 568 | $99.8M | $955K |
| 3 | IOWA SELECT FARMS, L.L.L.P. IOWA SELECT FARMS, L.L.L.P. 401(K) PROFIT SHARING PLAN |
IOWA FALLS IA |
| 1,014 |
| $40.8M |
| $492K |
| 4 | ADVANCED ORTHOPEDICS OF OKLAHOMA, PLLC ADVANCED ORTHOPEDICS OF OKLAHOMA, PLLC 401(K) PLAN | TULSA OK | 289 | $70.4M | $395K |
| 5 | INFO-TECH RESEARCH GROUP INC. INFO-TECH 401K RETIREMENT PLAN | LAS VEGAS NV | 261 | $11.4M | $82K |
| 6 | BIERY CHEESE COMPANY BIERY CHEESE COMPANY EMPLOYEES PROFIT SHARING PLAN | LOUISVILLE OH | 389 | $20.4M | $32K |
| 7 | INNOVATIVE SERVICES, INC. (ISI) INNOVATIVE SERVICES RETIREMENT PLAN | GREEN BAY WI | 321 | $2.4M | $20K |
