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 Port Z Mutual Fund in their Schedule of Assets, totaling $2.2M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | THE CIRCLE K RETIREMENT PLAN CIRCLE K RETIREMENT PLAN | TEMPE AZ | 73,210 | $505.9M | $1.9M |
| 2 | INTEGRIS, LLC INTEGRIS, LLC 401(K) PLAN | CRANBURY NJ | 575 | $30.4M | $260K |
| 3 | GLOBALVCARD LLC GLOBALVCARD LLC 401K PLAN | BONITA SPRINGS FL |
| 183 |
| $8.7M |
| $19K |
| 4 | BARRIER TECHNOLOGIES, LLC BARRIER TECHNOLOGIES RETIREMENT SAVINGS PLAN | LENEXA KS | 197 | $5.8M | $9K |
