Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding ABF Sm Cap Val Inv in their Schedule of Assets, totaling $5.8M 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 | VESUVIUS USA CORPORATION VESUVIUS USA CORPORATION MASTER TRUST | CHAMPAIGN IL | — | $227.4M | $4.2M |
| 2 | CREATIVE LABS, INC. CREATIVE HOLDINGS 401(K) PLAN | MILPITAS CA | 6 | $26.1M | $699K |
| 3 | GENCOR INDUSTRIES, INC. GENCOR INDUSTRIES, INC. RETIREMENT SAVINGS PLAN |
ORLANDO FL |
| 268 |
| $23.3M |
| $667K |
| 4 | EMARSYS NORTH AMERICA, INC. EMARSYS NORTH AMERICA, INC. 401(K) PLAN | INDIANAPOLIS IN | 109 | $10.7M | $152K |
| 5 | AXIUM FOODS, INC. AXIUM FOODS, INC. 401(K) PLAN | SOUTH BELOIT IL | 166 | $5.0M | $49K |
| 6 | BIG BROTHERS BIG SISTERS OF AMERICA BIG BROTHERS BIG SISTERS OF AMERICA RETIREMENT PLAN | TAMPA FL | 113 | $5.8M | $5K |
