Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding AB Discovery Value Z Alliance Bernstein 0 in their Schedule of Assets, totaling $1.4M 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 | POOLER ENTERPRISES, INC. POOLER ENTERPRISES, INC. RETIREMENT PLAN | FISHERS NY | 84 | $15.6M | $960K |
| 2 | AXTELLA, LLC AXTELLA, LLC 401(K) PLAN | ANN ARBOR MI | 146 | $16.1M | $131K |
| 3 | MAXUS PROPERTIES, LLC MAXUS PROPERTIES, LLC 401K RETIREMENT SAVING |
NORTH KANSAS CITY MO |
| 185 |
| $11.1M |
| $106K |
| 4 | WOODHOUSE FORD, INC. WOODHOUSE AUTO FAMILY 401(K) PLAN | OMAHA NE | 1,396 | $95.7M | $74K |
| 5 | NEWPORT NEWS SHIPBUILDING EMPLOYEES CREDIT UNION, INC. BAYPORT CREDIT UNION 401(K) PLAN AND TRUST | NEWPORT NEWS VA | 458 | $48.4M | $24K |
| 6 | PLANMEMBER SERVICES CORPORATION PLANMEMBER SERVICES CORPORATION 401(K) PLAN | CARPINTERIA CA | 196 | $35.9M | $19K |
| 7 | GENESEE EDUCATION CONSULTANT SERVICES, INC. GENESEE EDUCATION CONSULTANT SVCS, INC. 403B | FLINT MI | 636 | $3.2M | $11K |
| 8 | DARK HORSE COMICS, LLC DARK HORSE 401(K) PROFIT SHARING PLAN | MILWAUKIE OR | 177 | $8.9M | $10K |
| 9 | WEEMS INDUSTRIES, INC. WEEMS INDUSTRIES, INC. 401K RETIREMENT SAV PL | MARION IA | 132 | $8.3M | $7K |
| 10 | T.W. VENDING, INC. TW VENDING INC. 401(K) PROFIT SHARING PLAN AND TRUST | RIVER FALLS WI | 324 | $6.9M | $7K |
