Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding Ab Lg Cap Grth Z Mutual fund in their Schedule of Assets, totaling $43.8M 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 | ERIN ROJAS VETCOR 401(K) PLAN | NORWELL MA | 15,659 | $288.3M | $13.8M |
| 2 | BEAZLEY USA SERVICES, INC. BEAZLEY USA SERVICES, INC. 401(K) PLAN | WEST HARTFORD CT | 990 | $160.9M | $9.5M |
| 3 | SOJITZ CORPORATION OF AMERICA SOJITZ GROUP 401(K) PLAN |
| 360 |
| $96.2M |
| $6.8M |
| 4 | MCPC HOLDINGS, INC. MCPC HOLDINGS, INC. 401(K) PROFIT SHARING PLAN | CLEVELAND OH | 475 | $29.9M | $5.5M |
| 5 | ERIN ROJAS VETCOR 401(K) PLAN | NORWELL MA | 8,200 | $156.6M | $3.9M |
| 6 | INNOVATIVE DATA PROCESSING SOLUTIONS, LLC. INNOVATIVE DATA PROCESSING SOLUTIONS, LLC. 401(K) PLAN AND TRUST | W. HENRIETTA NY | 98 | $12.2M | $1.6M |
| 7 | SOJITZ CORPORATION OF AMERICA SAG 401(K) PLAN | BERKELEY CA | 448 | $40.8M | $1.4M |
| 8 | PROCUREMENT ADVISORS LLC PROCUREMENT ADVISORS LLC 401(K) PROFIT SHARING PLAN AND TRUST | ATLANTA GA | 210 | $8.3M | $544K |
| 9 | KYNETEC USA, INC. KYNETEC USA, INC. 401(K) PLAN | ST. LOUIS MO | 140 | $9.1M | $326K |
| 10 | FEDITC LLC FEDITC LLC 401(K) PLAN | SAN ANTONIO TX | 1,470 | $14.5M | $272K |
