Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding ABF SM CAP VALUE R6 in their Schedule of Assets, totaling $9.9M 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 | BLUE CROSS BLUE SHIELD OF MICHIGAN BLUE CROSS BLUE SHIELD OF MICHIGAN 401(K) MASTER TRUST | DETROIT MI | — | $2.2B | $8.3M |
| 2 | HARBOURVEST PARTNERS, LLC HARBOURVEST PARTNERS, LLC 401(K) PLAN | BOSTON MA | 941 | $225.8M | $934K |
| 3 | EXTRAHOP NETWORKS, INC. EXTRAHOP NETWORKS, INC. 401(K) PLAN AND TRUST |
SEATTLE WA |
| 554 |
| $65.7M |
| $314K |
| 4 | SPECTRUM AUTOMOTIVE HOLDINGS CORP. SPECTRUM AUTOMOTIVE HOLDINGS CORP. 401(K) SAVINGS PLAN | FAIRFIELD NJ | 848 | $35.3M | $228K |
| 5 | EXTRUSION SOLUTIONS PARTNERS, LLC EXTRUSION SOLUTIONS PARTNERS, LLC RETIREMENT SAVINGS PLAN | YORK PA | 155 | $17.8M | $55K |
| 6 | INFOSYNC SERVICES, LLC INFOSYNC SERVICES, LLC 401(K) PLAN | WICHITA KS | 441 | $12.7M | $24K |
| 7 | OPTORO, INC. OPTORO, INC. 401(K) PROFIT SHARING PLAN & TRUST | WASHINGTON DC | 103 | $17.3M | $10K |
| 8 | MESQUITE GAMING, LLC MESQUITE GAMING, LLC 401(K) PLAN | MESQUITE NV | 1,430 | $9.0M | $636 |
