Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 33 U.S. retirement plans report holding American Beacon Small cap Value in their Schedule of Assets, totaling $41.7M 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 | PROLOGIS L.P. PROLOGIS 401(K) SAVINGS PLAN | DENVER CO | 1,478 | $519.7M | $8.4M |
| 2 | ALIXPARTNERS, LLP ALIXPARTNERS 401(K) SAVINGS AND FIRM CONTRIBUTION PLAN | SOUTHFIELD MI | 1,844 | $601.7M | $7.3M |
| 3 | BLACKBAUD, INC. BLACKBAUD RETIREMENT SAVINGS PLAN |
CHARLESTON SC |
| 2,441 |
| $536.9M |
| $4.9M |
| 4 | WILLIAM MARSH RICE UNIVERSITY WILLIAM MARSH RICE UNIVERSITY SUPPLEMENTAL 403(B) PLAN | HOUSTON TX | 5,552 | $847.9M | $3.9M |
| 5 | WILLIAM MARSH RICE UNIVERSITY WILLIAM MARSH RICE UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | HOUSTON TX | 6,816 | $929.6M | $3.9M |
| 6 | DICKINSON WRIGHT PLLC DICKINSON WRIGHT PLLC RETIREMENT AND 401K SAVINGS | TROY MI | 870 | $304.9M | $2.3M |
| 7 | MONADNOCK COMMUNITY HOSPITAL MONADNOCK COMMUNITY HOSPITAL 403(B) RETIREMENT PLAN | PETERBOROUGH NH | 608 | $51.1M | $1.8M |
| 8 | GAYLORD HOSPITAL, INC. GAYLORD HOSPITAL, INC. 401(K) PLAN | WALLINGFORD CT | 711 | $51.0M | $1.2M |
| 9 | BIAGI BROS., INC. BIAGI BROS., INC. 401(K) PROFIT SHARING PLAN | NAPA CA | 632 | $33.5M | $1.2M |
| 10 | CNA NATIONAL WARRANTY CORPORATION CNA NATIONAL WARRANTY CORPORATION 401K PLAN | SCOTTSDALE AZ | 306 | $42.4M | $1.0M |
