Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Lord Abbett Value Opportunities Fund in their Schedule of Assets, totaling $9.3M 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 | BOARD OF TRUSTEES P&S LOCAL 21 PENSION FUND PLUMBERS & STEAMFITTERS LOCAL 21 PENSION FUND | PEEKSKILL NY | 669 | $278.6M | $8.9M |
| 2 | TRANSOURCE, INC. TRANSOURCE, INC. 401(K) INVESTMENT PLAN | COLFAX NC | 361 | $15.2M | $322K |
| 3 | SHAMROCK ENVIRONMENTAL CORPORATION |
BROWNS SUMMIT NC |
| 292 |
| $10.3M |
| $113K |
