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 in their Schedule of Assets, totaling $8.1M 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 | GREYSTONE SELECT INCORPORATED GREYSTONE 401(K) SAVINGS PLAN | NEW YORK NY | 1,330 | $207.0M | $6.3M |
| 2 | TRIUMPH FINANCIAL, INC. TRIUMPH FINANCIAL, INC. 401(K) PLAN | DALLAS TX | 1,562 | $101.0M | $1.7M |
| 3 | RESIN SOLUTIONS, LLC RESIN SOLUTIONS, LLC EMPLOYEE SAVINGS PLAN | EXTON PA | 62 | $26.7M | $139K |