Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 20 U.S. retirement plans report holding AB Small Cap Growth Portfolio Class Z Mutual fund - in their Schedule of Assets, totaling $8.6M 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 JACKSON LABORATORY JAX 403(B) RETIREMENT PLAN | BAR HARBOR ME | 2,667 | $602.8M | $2.1M |
| 2 | ROLAND CORPORATION U.S. ROLAND CORPORATION U.S. 401(K) SAVINGS AND INVESTMENT PLAN | LOS ANGELES CA | 186 | $34.3M | $1.3M |
| 3 | SPECIALIST RESOURCES GLOBAL, INC. SPECIALIST RESOURCES GLOBAL, INC. 401(K) PLAN |
FRANKLIN TN |
| 486 |
| $34.9M |
| $934K |
| 4 | LIFELONG LEARNER HOLDINGS, LLC LIFELONG LEARNER HOLDINGS 401(K) PLAN | GLENDALE CA | 340 | $50.8M | $692K |
| 5 | GOLD STANDARD ENTERPRISES, INC. GOLD STANDARD ENTERPRISES, INC. 401(K) PLAN | NILES IL | 1,595 | $35.4M | $686K |
| 6 | CORVIAS GROUP, LLC CORVIAS GROUP, LLC SAVINGS & RETIREMENT PLAN | WARWICK RI | 738 | $55.6M | $558K |
| 7 | JAMS, INC. JAMS, INC. 401(K) RETIREMENT SAVINGS PLAN | IRVINE CA | 327 | $58.3M | $529K |
| 8 | NORTHLAND INVESTMENT CORPORATION NORTHLAND INVESTMENT CORPORATION 401(K) PLAN | NEWTON MA | 708 | $30.9M | $427K |
| 9 | FORMAGRID INC DBA AIRTABLE AIRTABLE 401(K) PLAN | SAN FRANCISCO CA | 582 | $72.2M | $352K |
| 10 | UNITED NOTIONS, INC. UNITED NOTIONS, INC. 401(K) PLAN | DALLAS TX | 98 | $29.4M | $204K |
