Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding ABF LG CAP VALUE R6 Registered Investment Company in their Schedule of Assets, totaling $10.9M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | PROOFPOINT, INC PROOFPOINT 401(K) PLAN | SUNNYVALE CA | 2,793 | $438.2M | $6.8M |
| 2 | SEWARD & KISSEL LLP SEWARD & KISSEL QUALIFIED RETIREMENT PLAN MASTER TRUST | NEW YORK NY | — | $319.3M | $2.7M |
| 3 | ELEVATIONS CREDIT UNION ELEVATIONS CREDIT UNION CAPITAL ACCUMULATION PLAN |
BOULDER CO |
| 573 |
| $78.2M |
| $1.4M |
