Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding AB Discovery Value Fund Mutual funds in their Schedule of Assets, totaling $834K 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 | THE WINTER CONSTRUCTION THE WINTER CONSTRUCTION COMPANY 401(K) RETIREMENT SAVINGS | ATLANTA GA | 216 | $28.9M | $483K |
| 2 | THE WINTER GROUP OF COMPANIES THE WINTER GROUP OF COMPANIES 401(K) RETIREMENT SAVINGS PLAN | ATLANTA GA | 187 | $21.8M | $316K |
| 3 | VITALSMARTS, LC |
PROVO UT |
| 248 |
| $22.6M |
| $34K |
