Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Lord Abbett Research SmCap Value Series CL A Mutual fund shares in their Schedule of Assets, totaling $532K 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 | BRESCOME BARTON, INC. BRESCOME BARTON, INC. RETIREMENT AND SAVINGS PLAN FOR LIQUOR SALES UNION | NORTH HAVEN CT | 117 | $24.0M | $532K |
