Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 66 U.S. retirement plans report holding AB Small Cap Growth Port Z in their Schedule of Assets, totaling $9.6M 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 | CORPORATE FINANCE GROUP, INC. CFGI 401(K) PLAN | BOSTON MA | 902 | $104.6M | $1.7M |
| 2 | ALBERT KEMPERLE, INC. ALBERT KEMPERLE, INC. RETIREMENT TRUST | HOLBROOK NY | 472 | $41.4M | $1.3M |
| 3 | CENTERS FOR DIALYSIS CARE, INC. CENTERS FOR DIALYSIS CARE, INC. RETIREMENT SAVINGS PLAN |
SHAKER HEIGHTS OH |
| 383 |
| $27.2M |
| $641K |
| 4 | HEMPELUSA, INC. HEMPEL (USA), INC. 401(K) PLAN | CONROE TX | 260 | $33.0M | $547K |
| 5 | ENJET AERO, LLC ENJET AERO, LLC 401(K) PLAN | OVERLAND PARK KS | 748 | $45.1M | $448K |
| 6 | FINLEY RESOURCES INC. FINLEY RESOURCES INC 401(K) PLAN | FORT WORTH TX | 247 | $22.5M | $421K |
| 7 | STACI AMERICAS LLC STACI AMERICAS LLC EMPLOYEE SAVINGS PLAN | DULUTH GA | 410 | $8.3M | $401K |
| 8 | PUREFIELD INGREDIENTS LLC PUREFIELD INGREDIENTS LLC 401K PLAN | RUSSELL KS | 103 | $7.3M | $381K |
| 9 | APPLE TREE DENTAL APPLE TREE DENTAL 401(K) PLAN | MOUNDS VIEW MN | 262 | $14.3M | $248K |
| 10 | HANSGROHE, INC. HANSGROHE, INC. RETIREMENT PLAN | ALPHARETTA GA | 184 | $13.5M | $200K |