Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding American Funds Beacon Small Cap Value R6 in their Schedule of Assets, totaling $202K 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 | AMCOR FLEXIBLES NORTH AMERICA, INC. AMCOR 401(K) PLAN FOR BARGAINING UNIT EMPLOYEES | OSHKOSH WI | 2,130 | $133.0M | $123K |
| 2 | TOLEDO ENGINEERING CO., INC. INTERTEC EMPLOYEES' PROFIT SHARING AND SAVINGS PLAN AND TRUST | TOLEDO OH | 142 | $28.0M | $44K |
| 3 | QUARTET HEALTH, INC. |
NEW YORK NY |
| 114 |
| $13.6M |
| $36K |
