Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Lord Abbett Lord Abbett Value Opportunities A in their Schedule of Assets, totaling $1.9M 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 | INTERMOUNTAIN FARMERS ASSOCIATION INTERMOUNTAIN FARMERS ASSOCIATION SALARY INVESTMENT PLAN AND TRUST | SALT LAKE CITY UT | 704 | $39.8M | $1.9M |
| 2 | COMMUNITY HEALTH CENTER OF CENTRAL WYOMING, INC. COMMUNITY HEALTH CENTER OF CENTRAL WYOMING 403(B) PLAN | CASPER WY | 153 | $5.7M | $10K |
