Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding Abf Sm Cap Val R5 Mutual Fund in their Schedule of Assets, totaling $3.0M 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 | CENTRALSQUARE TECHNOLOGIES, LLC CENTRALSQUARE TECHNOLOGIES 401(K) PLAN | LAKE MARY FL | 1,148 | $169.5M | $570K |
| 2 | FORM TECHNOLOGIES, INC. FORM TECHNOLOGIES 401(K) PLAN | CHARLOTTE NC | 1,250 | $159.0M | $436K |
| 3 | AMERICAN SOFTWARE, INC. AMERICAN SOFTWARE, INC. 401(K)/PROFIT SHARING PLAN |
ATLANTA GA |
| 227 |
| $78.5M |
| $432K |
| 4 | PHYSICIAN SPECIALISTS IN ANESTHESIA PC PHYSICIAN SPECIALISTS IN ANESTHESIA, PC 401(K) PROFIT SHARING PLAN | ATLANTA GA | 105 | $51.0M | $419K |
| 5 | INTEGRAL AD SCIENCE, INC. INTEGRAL AD SCIENCE, INC. 401(K) PLAN | NEW YORK NY | 542 | $66.7M | $374K |
| 6 | CONSENSUS MEDICAL GROUP LLC CONSENSUS MEDICAL GROUP 401(K) PLAN | MARLTON NJ | 219 | $32.0M | $310K |
| 7 | TRUMBULL INDUSTRIES, INC. TRUMBULL INDUSTRIES, INC. EMPLOYEES' PROFIT SHARING PLAN | WARREN OH | 260 | $19.0M | $147K |
| 8 | CONFIE HOLDING II CO. CONFIE HOLDING II CO. 401(K) PLAN | HUNTINGTON BEACH CA | 4,476 | $77.1M | $103K |
| 9 | ISLAND OPERATING COMPANY, INC. ISLAND OPERATING COMPANY, INC. PROFIT SHARING 401(K) PLAN | SCOTT LA | 825 | $44.6M | $76K |
| 10 | CHROMADEX, INC. CHROMADEX, INC. 401(K) PLAN | LOS ANGELES CA | 106 | $8.5M | $68K |
