Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Ab Small Cap Growth I Mutual Fund in their Schedule of Assets, totaling $12.4M 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 | BROWN AND CALDWELL BROWN AND CALDWELL SAVINGS PLAN | LAKEWOOD CO | 2,280 | $574.9M | $5.2M |
| 2 | NG OPERATIONS, LLC NATIONAL GYPSUM 401(K) AND RETIREMENT SAVINGS PLAN | CHARLOTTE NC | 2,825 | $466.6M | $4.6M |
| 3 | KENNEDY/JENKS CONSULTANTS, INC. KENNEDY/JENKS CONSULTANTS, INC. PROFIT SHARING RETIREMENT PLAN |
SAN FRANCISCO CA |
| 507 |
| $148.0M |
| $2.6M |