Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding AB Small Cap Growth Portfolio; Class Z Mutual Funds in their Schedule of Assets, totaling $3.1M 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 | AMERICAN SOCIETY OF CLINICAL ONCOLOGY AMERICAN SOCIETY OF CLINICAL ONCOLOGY 401(K) PROFIT SHARING PLAN | ALEXANDRIA VA | 446 | $123.5M | $2.0M |
| 2 | AMERICAN RETAIL CORPORATION WATSON'S OF CINCINNATI PROFIT SHARING 401(K) PLAN | CINCINNATI OH | 257 | $13.7M | $389K |
| 3 | AMELIA US LLC |
NEW YORK NY |
| 147 |
| $63.9M |
| $320K |
| 4 | AMELIA US LLC AMELIA US 401(K) PLAN | NEW YORK NY | 147 | $63.9M | $320K |
| 5 | MORNING VIEW CARE CENTER COMMUNITY SERVICES MORNING VIEW CARE CENTER 401(K) PLAN | COLUMBUS OH | 220 | $1.6M | $63K |
| 6 | JD BANK 401K PLAN JD BANK 401K PLAN | JENNINGS LA | 248 | $16.6M | $53K |