Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding ABF LG CAP VAL INV in their Schedule of Assets, totaling $591K 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 | NA HOKU, INC. THE NA HOKU, INC. 401(K) SAVINGS PLAN | HONOLULU HI | 384 | $31.4M | $301K |
| 2 | FRANCOTYP-POSTALIA INC FRANCOTYP-POSTALIA INC 401(K) PLAN | ADDISON IL | 119 | $10.4M | $197K |
| 3 | PREDICTIVE INDEX, LLC PREDICTIVE INDEX RETIREMENT TRUST PLAN |
WESTWOOD MA |
| 219 |
| $30.9M |
| $78K |
| 4 | ALTERNATIVES, INC. ALTERNATIVES, INC. 401(K) PLAN | RARITAN NJ | 266 | $12.2M | $15K |
