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 R5 in their Schedule of Assets, totaling $14.3M 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 | JACKSON KELLY PLLC JACKSON KELLY PLLC 401(K) PROFIT SHARING PLAN | CHARLESTON WV | 289 | $147.4M | $5.9M |
| 2 | PORTER WRIGHT MORRIS & ARTHUR LLP PORTER WRIGHT MORRIS AND ARTHUR LLP 401K RETIREMENT PLAN MASTER TRUST | COLUMBUS OH | — | $220.1M | $4.2M |
| 3 | CROWLEY HOLDINGS INC. |
JACKSONVILLE FL |
| 1,548 |
| $410.6M |
| $3.9M |
| 4 | SEVEN SEAS WATER CORPORATION SEVEN SEAS WATER CORPORATION 401K PROFIT SHARING PLAN | TAMPA FL | 129 | $12.7M | $337K |