Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Registered investment companies American Beacon American Beacon Small Cap Value Inv N/R in their Schedule of Assets, totaling $206K 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 | UNIVERSITY OF SCRANTON RETIREMENT PLAN FOR FACULTY, ADMINISTRATIVE AND PROFESSIONAL EMPLOYEES OF UNIVERSITY OF SCRANTON | SCRANTON PA | 589 | $153.8M | $120K |
| 2 | UNIVERSITY OF SCRANTON THE UNIVERSITY OF SCRANTON 403(B) PLAN | SCRANTON PA | 663 | $105.3M | $62K |
| 3 | UNIVERSITY OF SCRANTON |
SCRANTON PA |
| 255 |
| $25.6M |
| $24K |
