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 R5 Mutual fund in their Schedule of Assets, totaling $3.2M 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 | COBLENTZ PATCH DUFFY & BASS LLP COBLENTZ PATCH DUFFY & BASS LLP 401(K) PROFIT SHARING PLAN | SAN FRANCISCO CA | 155 | $105.4M | $2.4M |
| 2 | BAZAARVOICE, INC. BAZAARVOICE 401(K) PLAN | AUSTIN TX | 866 | $98.6M | $728K |
