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Providers › Investment advisory and management

Service provider · Schedule C, plan year 2024

American Beacon Funds

Most often reported for investment advisory and management

Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances. Schedule C lists only providers a plan paid $5,000 or more, and is filed only by plans with 100 or more participants.

28plans naming this provider
13,165participant records in those plans
$0compensation reported, direct and indirect
—median reported per participant0 plans with an amount

For plan year 2024, 28 retirement plans with 100 or more participants reported paying American Beacon Funds $5,000 or more. Those plans cover 13,165 participant records, and the service most often reported is investment advisory and management.

Reported compensation from those plans, direct and indirect, totalled $0. These are amounts plans reported paying this organisation, not a price list: they depend on which services each plan buys and on how much is paid through fund expenses instead.

Its client plans are most numerous in New York (4), Texas (3) and Michigan (3).

In 2010 it appeared on 47 such filings; in 2024, 30. Yearly counts include every filing that names it, so they can run slightly above the number of plans with pages here, and name or EIN changes after mergers can break the series.

Reported compensation per plan

Across this provider's plans25th percentileMedian75th percentile
Compensation per participant———
Compensation as a share of plan net assets———

What each plan reported paying this organisation, not the plan's total cost. For reference, the median US defined contribution plan reported $123 per participant to all Schedule C providers combined.

Plans served by year

2009: 02010: 472011: 62012: 62013: 172014: 112015: 172016: 272017: 1652018: 1642019: 1672020: 1692021: 1292022: 402023: 342024: 3001693020092012201620202024
Plans with 100+ participants naming this provider
2009: $02010: $02011: $82K2012: $18K2013: $02014: $02015: $9,6292016: $8,1572017: $9,5262018: $9,4402019: $8,5442020: $11K2021: $02022: $02023: $02024: $0$0$82K$020092012201620202024
Compensation reported by those plans

Matched by employer identification number. A merger or a change of filing entity starts a new series, so a drop to zero is not a loss of clients by itself.

By state

By plan size

Services reported

Investment management26
Trustee (directed)1
Recordkeeping and information management1

Largest plans naming this provider

PlanSponsorStateParticipantsNet assetsReported to this provider
Manhattan Beer Distributors LLC 401(k) Retirement PlanManhattan Beer Distributors, LLCNY1,701$125M$0
Manhattan Beer Distributors Union Employees 401(k) PlanManhattan Beer Distributors, LLCNY1,631$32.1M$0
TURN2 Specialty Companies 401(k) PlanTURN2 Specialty Companies, LLCTX943$3.7M$0
Survival Flight Air Ambulance, LLC 401(k) Profit Sharing PlanSurvival Flight Air Ambulance, LLCAZ841$14.5M$0
Liberty Lift Solutions, LLC 401(k) PlanLiberty Lift Solutions LLCTX728$22.7M$0
Ascent Industries Co. 401(k) PlanAscent Industries Co.IL582$29.7M$0
Rancho Valencia Resort & Spa 401(k) PlanRancho Valencia Resort Partners,llcCA524$10.1M$0
Sheet Metal Workers Local 112 Pension PlanBoard of Trustees Sheet Metal Workers Local 112 Pension PlanNY521$45.4M$0
Apr Supply Co. 401(k) PlanApr Supply CompanyPA517$30.2M$0
Secure Transportation 401(k) PlanSecure Transportation Company, Inc.CA467$3.7M$0
Autoneum North America, Inc. Carpet Hourly-Paid Employees' Pension PlanAutoneum North America, Inc.MI461$15.0M$0
Monin, Inc. 401(k) Profit Sharing PlanMonin, Inc.FL451$29.8M$0
Hei Civil 401(k) PlanHudick Excavating, Inc.CO443$6.4M$0
Iroquois Memorial Hospital and Resident Home 401(k) PlanIroquois Memorial Hospital and Resident HomeIL413$14.9M$0
Infinite Legacy, Inc. Retirement Savings PlanInfinite Legacy, Inc.MD379$26.6M$0
G3 Technologies Inc. 401(k) PlanG3 Technologies Inc.MD352$59.5M$0
DD Traders, Inc. 401(k) Plan and TrustDD Traders, Inc.KS257$20.0M$0
The Academy 401(k) Retirement PlanAcademy Parent, LLCVA241$13.4M$0
Distek Integration, Inc. 401(k) Profit Sharing PlanDistek Integration, Inc.IA229$23.7M$0
The Cedars of Chapel Hill Club Inc. Employees 401(k) PlanThe Cedars of Chapel Hill Club Inc.NC219$5.1M$0
Nite Ize, Inc. 401(k) Retirement Savings PlanNite Ize, Inc.CO209$13.3M$0
Aceto US, LLC 401(k) Retirement PlanAceto US, LLCNY205$17.9M$0
Epsilyte Holdings LLC 401(k) PlanEpsilyte Holdings, LLCTX178$14.3M$0
Autoneum North America, Inc. Carpet Retirement Plan for Salaried EmployeesAutoneum North America, Inc.MI174$8.2M$0
Girl Scouts of Western Ohio's 401(k) Thrift PlanGirl Scouts of Western OhioOH155$3.8M$0
Jersey Shore State Bank Retirement PlanJersey Shore State BankPA127$25.5M$0
Aoa 401(k) PlanAmerican Optometric AssociationMO114$16.6M$0
Autoneum North America, Inc. Employee Retirement PlanAutoneum North America, Inc.MI103$7.4M$0

Questions and answers

How many plans does American Beacon Funds serve?

28 plans with 100 or more participants named it on Schedule C for plan year 2024. Plans that paid it under $5,000, small plans that file Form 5500-SF, and plans whose filings spell its name without an EIN under a different form are not counted.

What do plans pay American Beacon Funds?

Too few plans report a compensation amount to give a median.

What services are reported?

The service codes most often attached to it are Investment management (26 plans), Trustee (directed) (1 plans) and Recordkeeping and information management (1 plans).

Where does this come from?

Schedule C of Form 5500, Part I line 2, from the EBSA research files with filings received through 24 Aug 2026. Individuals named on Schedule C are excluded from this site.

Provenance

Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, Schedule C Part I line 2, public domain, with filings received through 24 Aug 2026. Rows are grouped by the provider's EIN as entered by each plan; rows without an EIN join the EIN most often filed under the same name. Providers named on fewer than 25 plans have no page. See the methodology and corrections.