Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Lord Abbett Fundamental Equity Fund Mutual fund in their Schedule of Assets, totaling $15K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | VIP CYCLE & SPORTS CENTER, INC. VMS TAX SHELTERED RETIREMENT PLAN | NORTH PLAINFIELD NJ | 139 | $10.0M | $10K |
| 2 | MANAGEMENT HEALTH SOLUTIONS IN MANAGEMENT HEALTH SOLUTIONS IN 401(K) PROFIT SHARING PLAN & TRUST | TAMPA FL | 356 | $1.4M | $5K |
