Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding American Beacon Small Cp Val R5 in their Schedule of Assets, totaling $2.0M 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 | MOSAIC HEALTH SYSTEM MOSAIC HEALTH SYSTEM 401(K) RETIREMENT PLAN | ST. JOSEPH MO | 4,771 | $453.2M | $1.3M |
| 2 | DEAN, MEAD, EGERTON, BLOODWORTH, CAPOUANO & BOZARTH, P.A. 401(K)/PROFIT SHARING PLAN OF DEAN MEAD | ORLANDO FL | 102 | $34.3M | $457K |
| 3 | MED-REVIEW, INC. NYCHSRO/MEDREVIEW, INC 401(K) PLAN |
NEW YORK NY |
| 208 |
| $19.7M |
| $177K |
| 4 | SCHEIDT & BACHMANN USA INC. SCHEIDT & BACHMANN USA 401(K) PLAN | LOWELL MA | 168 | $18.0M | $57K |
| 5 | ATTENDANCE ON DEMAND, INC. AOD/INFOTRONICS 401(K) PLAN | PLYMOUTH MI | 86 | $12.0M | $31K |
