Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Lord Abbett Value Opportunities Fund Mutual Fund in their Schedule of Assets, totaling $211K 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 | AKG NORTH AMERICA, INC. AKG NORTH AMERICA, INC. 401(K) PLAN | MEBANE NC | 509 | $39.1M | $121K |
| 2 | SIMANTEL GROUP LTD SIMANTEL GROUP LTD 401K PROFIT SHARING PLAN & TRUS | PEORIA IL | 125 | $9.0M | $91K |
