Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding AB SM CAP GRWTH PORTFOLIO ADV MUTUAL FUNDS in their Schedule of Assets, totaling $4.9M 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 | R.T.G. FURNITURE CORP. & AFFILIATES R.T.G. FURNITURE CORP. & AFFILIATES 401(K) PLAN | SEFFNER FL | 9,789 | $319.8M | $4.9M |
| 2 | NORCOM REALTY CORP. NORCOM REALTY & AFFILIATES 401(K) PLAN | SEFFNER FL | 524 | $6.9M | $18K |