Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding American Beacon Small Cap Value R6 Mutual funds in their Schedule of Assets, totaling $1.7M 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 | MARBORG INDUSTRIES MARBORG INDUSTRIES 401(K) PLAN | SANTA BARBARA CA | 390 | $73.2M | $1.2M |
| 2 | ADVANCE BEVERAGE CO., INC. ADVANCE BEVERAGE CO., INC. 401(K) PROFIT SHARING PLAN | BAKERSFIELD CA | 136 | $25.3M | $229K |
| 3 | WM. BOLTHOUSE FARMS, INC. DBA GENEROUS BRANDS |
BAKERSFIELD CA |
| 2,414 |
| $89.0M |
| $121K |
| 4 | CONSOLIDATED ASSET MANAGEMENT SERVICES, LLC CAMS UNION RETIREMENT PLAN | HOUSTON TX | 766 | $89.5M | $87K |
| 5 | CSI ENTERPRISES INC CSI GLOBAL VCARD 401K PROFIT SHARING PLAN | BONITA SPRINGS FL | 148 | $5.0M | $13K |
| 6 | SMITH SEED SERVICES, LLC SMITH SEED SERVICES 401(K) RETIREMENT PLAN | HALSEY OR | 139 | $15.8M | $7K |
