Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding AB Relative Value Z Mutual fund in their Schedule of Assets, totaling $1.9M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | JUICE PHARMA WORLDWIDE, LLC JUICE PHARMA WORLDWIDE, LLC 401(K) PROFIT SHARING PLAN | NEW YORK NY | 0 | $16.3M | $1.6M |
| 2 | C.N. BROWN COMPANY C.N. BROWN CO. 401(K) PLAN | SOUTH PARIS ME | 623 | $14.6M | $268K |
| 3 | HOMEFIX CUSTOM REMODELING CORP HCR 401K PLAN |
LAUREL MD |
| 88 |
| $4.4M |
| $23K |
