Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding Ab Lg Cap Grth Z in their Schedule of Assets, totaling $100.3M 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 | ALIXPARTNERS, LLP ALIXPARTNERS 401(K) SAVINGS AND FIRM CONTRIBUTION PLAN | SOUTHFIELD MI | 1,844 | $601.7M | $77.0M |
| 2 | VI-JON, LLC VI-JON PERSONAL CHOICE 401(K) RETIREMENT PLAN FKA CUMBERLAND SWAN HOLDINGS, INC. RETIREMENT INCOME SAVINGS PLAN | ST. LOUIS MO | 1,241 | $72.0M | $6.0M |
| 3 | SUNOPTA FOODS INC. |
EDEN PRAIRIE MN |
| 1,172 |
| $98.7M |
| $4.2M |
| 4 | TRIUMPH FINANCIAL, INC. TRIUMPH FINANCIAL, INC. 401(K) PLAN | DALLAS TX | 1,562 | $101.0M | $4.2M |
| 5 | SHERI TATE OUTMATCH, INC. 401(K) RETIREMENT PLAN | DALLAS TX | 81 | $18.5M | $2.3M |
| 6 | BIRD TECHNOLOGIES GROUP INC. BIRD TECHNOLOGIES GROUP INC. 401(K) PLAN AND TRUST | SOLON OH | 167 | $34.3M | $2.2M |
| 7 | REMINGTON COLLEGE REMINGTON COLLEGE 401(K) PLAN AND TRUST | DALLAS TX | 352 | $12.6M | $1.8M |
| 8 | RBA, INC. RBA 401(K) PLAN | WAYZATA MN | 150 | $26.7M | $1.3M |
| 9 | ENERMECH MECHANICAL SERVICES, INC. ENERMECH MECHANICAL SERVICES, INC. 401(K) PLAN | HOUSTON TX | 189 | $12.8M | $567K |
| 10 | VANTACA, LLC VANTACA, LLC 401(K) PLAN | WILMINGTON NC | 196 | $6.1M | $255K |
