Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding AB Discovery Value Fd Class Z Mutual Fund in their Schedule of Assets, totaling $2.3M 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 | ASSOCIATED UNIVERSITIES INC. AUI SUPPLEMENTAL RETIREMENT ANNUITY PLAN - AUI/NRAO TDA PLAN | VIENNA VA | 627 | $168.5M | $1.3M |
| 2 | ASSOCIATED UNIVERSITIES INC. ASSOCIATED UNIVERSITIES INC. RETIREMENT PLAN | VIENNA VA | 616 | $204.8M | $1.1M |