Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding AB Small Cap Growth Portfolio Advisor Class in their Schedule of Assets, totaling $3.3M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | NATIONAL HERITAGE ACADEMIES, INC. NATIONAL HERITAGE ACADEMIES, INC. RETIREMENT SAVINGS PLAN | GRAND RAPIDS MI | 6,715 | $307.3M | $3.0M |
| 2 | WILHELMSEN SHIPS SERVICE WILHELMSEN SHIPS SERVICE PENSION PLAN | PASADENA TX | 129 | $23.6M | $210K |
| 3 | CORTEC LLC CORTEC 401(K) PLAN |
HOUMA LA |
| 215 |
| $25.2M |
| $40K |