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 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 | FACTSET RESEARCH SYSTEMS INC. FACTSET RESEARCH SYSTEMS INC. PLAN | NORWALK CT | 2,364 | $863.3M | $8.2M |
| 2 | HAIER US APPLIANCE SOLUTIONS, INC. MY SAVINGS PLAN | LOUISVILLE KY | 5,568 | $840.2M | $1.5M |
| 3 | ROPER CORPORATION ROPER EMPLOYEE VOLUNTARY RETIREMENT PLAN |
LAFAYETTE GA |
| 2,538 |
| $107.9M |
| $171K |
| 4 | HAIER US APPLIANCE SOLUTIONS, INC. MY SAVINGS PLAN (UNION) | LOUISVILLE KY | 4,559 | $245.5M | $156K |
| 5 | HAIER US APPLIANCE SOLUTIONS, INC. ADVANCED SERVICES, INC. EMPLOYEE SAVINGS AND RETIREMENT PLAN | MEMPHIS TN | 1,138 | $20.6M | $7K |