Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding American Beacon Stephens Mid-Cap Growth Institutional Fund Registered investment company in their Schedule of Assets, totaling $2.1M 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 | INSTRUMENT TRANSFORMERS, LLC ITI 401(K) PLAN | CLEARWATER FL | 579 | $28.9M | $2.1M |
