Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 15 U.S. retirement plans report holding Ab Small Cap Growth Mutual Fund in their Schedule of Assets, totaling $2.9M 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 | VERDUN MANAGEMENT CO LLC VERDUN 401(K) RETIREMENT PLAN | HOUSTON TX | 223 | $89.6M | $1.1M |
| 2 | O'CONNOR COMPANY, INC. O'CONNOR COMPANY 401(K) RETIREMENT PLAN | SIOUX FALLS SD | 153 | $30.1M | $548K |
| 3 | LAKES GAS CO. LAKES GAS CO. 401(K) PROFIT SHARING PLAN & TRUST | WYOMING MN | 262 | $13.5M | $323K |
| 4 | O'CONNOR COMPANY, INC. O'CONNOR COMPANY 401(K) RETIREMENT PLAN | SIOUX FALLS SD | 148 | $27.0M | $289K |
| 5 | BRIGHTON CENTER, INC. BRIGHTON CENTER, INC. EMPLOYEE PENSION PLAN | NEWPORT KY | 156 | $7.5M | $185K |
| 6 | SPORTECH, LLC SPORTECH, LLC 401(K) PLAN | ELK RIVER MN | 372 | $22.4M | $153K |
| 7 | TG THERAPEUTICS, INC. TG THERAPEUTICS, INC. RETIREMENT SAVINGS PLAN | NEW YORK NY | 335 | $26.8M | $87K |
| 8 | HOSKIN & MUIR, INC. HOSKIN & MUIR EMPLOYEES 401(K) SAVINGS PLAN | LOUISVILLE KY | 419 | $10.5M | $75K |
| 9 | JAMES-BATES-BRANNAN-GROOVER LLP JAMES-BATES-BRANNAN-GROOVER LLP 401(K) PLAN | MACON GA | 113 | $12.7M | $58K |
| 10 | POLLEN, INC. POLLEN, INC. EMPLOYEES SAVINGS TRUST PLAN | KANSAS CITY MO | 262 | $35.7M | $58K |
