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 Portfolio; Advisor Class Mutual Fund in their Schedule of Assets, totaling $4.5M 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 | ANAPLAN, INC. ANAPLAN, INC. 401K PLAN | SAN FRANCISCO CA | 849 | $124.7M | $1.8M |
| 2 | TREX COMPANY, INC. TREX COMPANY, INC. 401(K) PROFIT SHARING PLAN | WINCHESTER VA | 1,822 | $184.1M | $1.5M |
| 3 | KAROUN DAIRIES, LLC LACTALIS DAIRY USA 401(K) PLAN |
| 1,752 |
| $163.8M |
| $1.0M |
| 4 | TAYCO ENGINEERING, INC. EMPLOYEES' 401(K) PLAN OF TAYCO ENGINEERING, INC. | CYPRESS CA | 116 | $21.1M | $268K |
