Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding American Beacon Small Cp Val R5 Mutual fund in their Schedule of Assets, totaling $2.7M 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 | BRILEX INDUSTRIES, INC. THE BRILEX GROUP 401(K)PLAN | YOUNGSTOWN OH | 243 | $27.8M | $1.1M |
| 2 | AUDIOLOGY BENEFITS SERVICE, LLC AUDIOLOGY BENEFITS 401(K) PLAN | SOMERSET NJ | 3,104 | $216.3M | $993K |
| 3 | THE TRADE GROUP, INC. THE TRADE GROUP, INC. 401(K) PROFIT SHARING PLAN |
GRAPEVINE TX |
| 159 |
| $16.3M |
| $283K |
| 4 | THE MAUI MEDICAL GROUP, INC. MAUI MEDICAL GROUP, INC. 401(K) RETIREMENT SAVINGS PLAN | WAILUKU HI | 267 | $58.1M | $150K |
| 5 | GRG ENTERPRISES, LLC GRG ENTERPRISES, LLC 401(K) PLAN | WHITEFISH MT | 329 | $6.9M | $86K |
| 6 | LIGNETICS, INC. LIGNETICS, INC. RETIREMENT PLAN | BROOMFIELD CO | 658 | $33.0M | $41K |