Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding AB SM CAP GRTH Z Registered Investment Company - in their Schedule of Assets, totaling $16.7M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | LENNOX INTERNATIONAL INC. LENNOX INTERNATIONAL 401(K) MASTER TRUST | RICHARDSON TX | — | $837.3M | $14.7M |
| 2 | CORE BTS, INC. CORE BTS 401(K) RETIREMENT PLAN | INDIANAPOLIS IN | 547 | $97.8M | $1.4M |
| 3 | E2OPEN, LLC E2OPEN, LLC 401(K) PLAN |
| 1,103 |
| $189.5M |
| $336K |
| 4 | BLUE STREAM COMMUNICATIONS BLUE STREAM FIBER 401(K) PLAN | CORAL SPRINGS FL | 511 | $15.6M | $130K |
| 5 | SOUNDTHINKING, INC. SOUNDTHINKING, INC. 401(K) PLAN | FREMONT CA | 323 | $18.2M | $45K |
