Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding AB Small Cap Growth Mutual funds in their Schedule of Assets, totaling $2.4M 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 | ATLAS TOYOTA MATERIAL HANDLING, LLC ATLAS COMPANIES EMPLOYEES RETIREMENT PLAN | ELK GROVE VILLAGE IL | 459 | $60.7M | $2.0M |
| 2 | APPDIRECT, INC. APPDIRECT 401(K) PLAN | SAN FRANCISCO CA | 410 | $30.3M | $179K |
| 3 | YAZOO MILLS, INC. YAZOO MILLS, INC. CASH OR DEFERRED PROFIT SHARING PLAN | NEW OXFORD PA | 175 | $10.9M | $96K |
| 4 | SERAN BIOSCIENCE, LLC SERAN BIOSCIENCE 401(K) PLAN | BEND OR | 183 | $9.0M | $33K |