Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 14 U.S. retirement plans report holding Ab Small Cap Growth in their Schedule of Assets, totaling $10.7M 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 | NTN USA CORPORATION NTN RETIREMENT SAVINGS PLAN | SCHAUMBURG IL | 4,168 | $311.3M | $7.4M |
| 2 | CANDELA CORPORATION CANDELA 401(K) PLAN | MARLBOROGH MA | 373 | $67.8M | $843K |
| 3 | HOTCHKISS INSURANCE MANAGERS HOTCHKISS INSURANCE MANAGERS, LLC 401(K) PLAN |
CARROLLTON TX |
| 173 |
| $22.9M |
| $672K |
| 4 | HOYLE, TANNER & ASSOCIATES, INC. THE HTA EMPLOYEES 401(K) PROFIT SHARING PLAN | MANCHESTER NH | 120 | $29.3M | $523K |
| 5 | NTK PRECISION AXLE CORPORATION NTK/NTA PRECISION AXLE CORPORATIONS RETIREMENT SAVINGS PLAN | SCHAUMBURG IL | 394 | $14.2M | $401K |
| 6 | GETWELLNETWORK, INC. GETWELLNETWORK, INC. 401(K) PLAN | BETHESDA MD | 215 | $25.3M | $357K |
| 7 | MEEDER INVESTMENT MANAGEMENT, INC. MEEDER INVESTMENT MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN | DUBLIN OH | 138 | $18.9M | $200K |
| 8 | CJOK, INC. DBA RAIRDON'S DODGE CHRYSLER JEEP OF KIRKLAND RAIRDON AUTO GROUP 401(K) PLAN | BOTHELL WA | 562 | $13.9M | $169K |
| 9 | SOUTH ARKANSAS REGIONAL HEALTH CENTER, INC. NEWHAVEN COUNSELING AND HEALTH SERVICES 403(B) PLAN | EL DORADO AR | 45 | $5.5M | $78K |
| 10 | LC SERVICES 1, LLC DBA OAKPOINT OAKPOINT 401(K) PLAN | BIRMINGHAM MI | 642 | $18.6M | $52K |
