Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding ABF SM CAP VAL R5 Mutual funds in their Schedule of Assets, totaling $257K 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 | MIDWEST EYE INSTITUTE, P.C. MIDWEST EYE INSTITUTE, P.C. 401(K) PLAN | CARMEL IN | 136 | $53.3M | $161K |
| 2 | PRIMMA LLC PRIMMA LLC 401(K) PLAN | ROSLYN NY | 188 | $14.6M | $97K |
