Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding TIAA-CREF American Beacon Sm Cp Val R5 - in their Schedule of Assets, totaling $212K 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 MASSACHUSETTS GLOBAL UNIVERSITY OF MASSACHUSETTS GLOBAL 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN | ALISO VIEJO CA | 1,503 | $44.9M | $165K |
| 2 | UNIVERSITY OF MASSACHUSETTS GLOBAL UNIVERSITY OF MASSACHUSETTS GLOBAL DEFINED CONTRIBUTION RETIREMENT PLAN | ALISO VIEJO CA | 245 | $22.0M | $47K |
