Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding s American Beacon Small Cap Value Fund in their Schedule of Assets, totaling $3.9M 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 | THE BALDWIN GROUP COLLEAGUE, INC. THE BALDWIN GROUP COLLEAGUE, INC. 401(K) PLAN | TAMPA FL | 4,121 | $295.1M | $2.1M |
| 2 | EPSON AMERICA, INC. EPSON AMERICA, INC. 401(K) PLAN | LOS ALAMITOS CA | 1,486 | $457.1M | $954K |
| 3 | MRA - THE MANAGEMENT ASSOCIATION, INC. MRA - THE MANAGEMENT ASSOCIATION, INC. 401K PLAN |
WAUKESHA WI |
| 205 |
| $26.7M |
| $497K |
| 4 | WISCO INDUSTRIES, INC. WISCO INDUSTRIES PROFIT SHARING PLAN | OREGON WI | 106 | $17.5M | $271K |
| 5 | CAPE FOX SHARED SERVICES CAPE FOX SHARED SERVICES 401(K) PLAN | MANASSAS VA | 1,182 | $28.1M | $129K |
| 6 | SHARON S. RICHARDSON COMMUNITY HOSPICE SHARON S. RICHARDSON COMMUNITY HOSPICE 403(B) PLAN | SHEBOYGAN FALLS WI | 113 | $5.4M | $2K |
