Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Abf Sm Cap Val Inv Mutual Fund in their Schedule of Assets, totaling $303K 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 | HARPO, INC. HARPO, INC. 401(K) PLAN | LOS ANGELES CA | 57 | $36.0M | $202K |
| 2 | GULF STREAM MARINE, INC. GULF STREAM MARINE, INC. 401(K) PLAN | HOUSTON TX | 1,036 | $17.8M | $60K |
| 3 | SCHAFER INDUSTRIES INC. SCHAFER INDUSTRIES INC. 401K PLAN |
| 295 |
| $14.7M |
| $41K |