Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 17 U.S. retirement plans report holding AB Relative Value Fund A in their Schedule of Assets, totaling $5.9M 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 | UNION AVENUE HEALTHCARE, INC. UNION AVENUE HEALTHCARE INC. 401(K) PLAN | BOUND BROOK NJ | 427 | $19.7M | $1.2M |
| 2 | STERLING PRODUCTS, INC. STERLING PRODUCTS, INC. 401(K) SAVINGS AND RETIREMENT PLAN | NEW BERLIN WI | 274 | $40.7M | $1.1M |
| 3 | A.G. SIMPSON USA INC. A.G. SIMPSON (USA) INC. RETIREMENT PLAN |
STERLING HEIGHTS MI |
| 574 |
| $15.9M |
| $797K |
| 4 | AMAWATERWAYS, LLC AMAWATERWAYS, LLC | CALABASAS CA | 241 | $22.8M | $498K |
| 5 | MAKE A WISH FOUND GTR OH KY & IN MAKE A WISH FOUNDATION OF GTR OH KY & IN INC 401K RETIREMENT PLAN | COLUMBUS OH | 74 | $5.0M | $415K |
| 6 | MCE CARS, INC. MCE CARS, INC. 401K PLAN | GREER SC | 125 | $4.6M | $385K |
| 7 | THE INTERSECT GROUP, LLC THE INTERSECT GROUP, LLC 401(K) PROFIT SHARING PLAN & TRUST | ATLANTA GA | 770 | $12.2M | $336K |
| 8 | DAEDONG-USA, INC. DAEDONG-USA, INC. 401(K) PLAN | WENDELL NC | 156 | $7.1M | $177K |
| 9 | TURK HAVA YOLLARI, A.O. TURKISH AIRLINES INC. 401K PLA | NEW YORK NY | 239 | $7.8M | $163K |
| 10 | DGN TECHNOLOGIES INC DGN TECHNOLOGIES INC 401K PLAN | FREMONT CA | 178 | $6.7M | $157K |
