Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding American Beacon Small Cp Val R5 Mutual Fund N/A in their Schedule of Assets, totaling $7.7M 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 | ELECTRICAL CONSULTANTS, INC. ELECTRICAL CONSULTANTS INC PROFIT SHARING PLAN | BILLINGS MT | 1,051 | $142.9M | $4.9M |
| 2 | INTERSTATE GAS SUPPLY, LLC IGS ENERGY 401(K) PLAN | DUBLIN OH | 1,510 | $128.8M | $2.3M |
| 3 | SURGICAL MANAGEMENT PROFESSIONALS, LLC SURGICAL CENTERS 401(K) RETIREMENT PLAN |
SIOUX FALLS SD |
| 383 |
| $25.2M |
| $261K |
| 4 | FOAM SEAL, INC. FOAM SEAL, INC. 401(K) PLAN | CLEVELAND OH | 125 | $6.9M | $164K |
