Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding American Beacon SmCap Val R5 Fd in their Schedule of Assets, totaling $26K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | SMART SOURCE, LLC SMART SOURCE 401(K) & PROFIT SHARING PLAN | SUWANEE GA | 255 | $10.9M | $23K |
| 2 | UNITED WAY OF GREATER KANSAS CITY, INC. UNITED WAY OF GREATER KANSAS CITY, INC. 403(B) PLAN | KANSAS CITY MO | 76 | $7.5M | $3K |
