Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding ABF Small Cap Value in their Schedule of Assets, totaling $5.5M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | GEMW HEALTHCARE INVESTMENT LP AHMC HEALTHCARE INC. 401(K) RETIREMENT SAVINGS PLAN | ALHAMBRA CA | 6,339 | $734.2M | $5.3M |
| 2 | MEDICUS SELECT, LLC MEDICUS SELECT, LLC 401(K) PLAN | TALLAHASSEE FL | 766 | $15.4M | $149K |
