Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding AB DISCOVERY VALUE ADVISOR in their Schedule of Assets, totaling $3.1M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | THE JOHN GORE ORGANIZATION, INC. THE JOHN GORE ORGANIZATION, INC. 401K AND PROFIT SHARING PLAN | NEW YORK NY | 263 | $43.9M | $2.6M |
| 2 | ALLEGIS CORPORATION ALLEGIS CORPORATION RETIREMENT PLAN | SPRING LAKE PARK MN | 134 | $19.9M | $424K |
| 3 | CREATIVE SOLUTIONS CONSULTING, I |
INDIANAPOLIS IN |
| 119 |
| $8.1M |
| $69K |
