Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding ABF Small Cap Value Mutual fund in their Schedule of Assets, totaling $3.8M 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 | XTRA CORPORATION XTRA 401(K) SAVINGS AND RETIREMENT PLAN | ST. LOUIS MO | 389 | $92.2M | $1.9M |
| 2 | NATIONAL BEEF PACKING COMPANY, LLC NATIONAL BEEF 401(K) PLAN | KANSAS CITY MO | 4,623 | $130.8M | $961K |
| 3 | SUOMINEN US HOLDING, INC. SUOMINEN 401(K) PLAN |
WINDSOR LOCKS CT |
| 350 |
| $50.7M |
| $829K |
| 4 | BOGE RUBBER & PLASTICS USA, LLC BOGE RUBBER & PLASTICS USA, LLC 401(K) AND RETIREMENT PLAN | HEBRON KY | 98 | $15.5M | $124K |
| 5 | NATIONAL BEEF PACKING COMPANY, LLC NATIONAL BEEF UNION 401(K) PLAN | KANSAS CITY MO | 5,980 | $23.8M | $13K |
