Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding s American Beacon Small Cap Value R5 in their Schedule of Assets, totaling $704K 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 | JAY HENGES ENTERPRISES INC. JAY HENGES ENTERPRISES, INC. EMPLOYEES PROFIT SHARING PLAN | EARTH CITY MO | 194 | $23.4M | $545K |
| 2 | VISIONARY INTEGRATION PROFESSIONALS, LLC VISIONARY INTEGRATION PROFESSIONALS, LLC 401(K) PROFIT SHARING PLAN | RANCHO CORDOVA CA | 126 | $35.4M | $107K |
| 3 | JACKSON PAPER MANUFACTURING COMPANY |
SYLVA NC |
| 205 |
| $19.6M |
| $51K |