Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding AB AB Small Cap Growth Z in their Schedule of Assets, totaling $3.5M 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 | ASAHI KASEI AMERICA, INC. ASAHI KASEI 401(K) RETIREMENT PLAN | NOVI MI | 1,324 | $293.6M | $3.3M |
| 2 | EDUCATIONAL TESTING SERVICE PSI 401(K) PLAN | PRINCETON NJ | 1,302 | $36.9M | $162K |
| 3 | EPSILON C5I, INC. EPSILON C5I, INC. 401(K)RETIREMENT PLAN |
SAN DIEGO CA |
| 253 |
| $26.7M |
| $58K |
| 4 | COMMUNITY SCHOOL OF NAPLES COMMUNITY SCHOOL OF NAPLES DC RETIREMENT PLAN | NAPLES FL | 276 | $28.8M | $38K |
| 5 | NUTRITION CORP, INC. NUTRITION CORP 401(K) PLAN | ANAHEIM CA | 159 | $497K | $11K |
| 6 | DAVID ALLEN COMPANY, INC. DAVID ALLEN COMPANY, INC. 401K PROFIT SHARING PLAN | RALEIGH NC | 184 | $11.5M | $4K |