Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding AB Small-Cap Growth Portfolio Fund Mutual fund in their Schedule of Assets, totaling $2.7M 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 | ON LOK INC. ON LOK RETIREMENT SAVINGS PLAN | SAN FRANCISCO CA | 1,242 | $119.0M | $1.1M |
| 2 | GREAT DAY IMPROVEMENTS, LLC GREAT DAY IMPROVEMENTS, LLC 401(K) PLAN | TWINSBURG OH | 2,902 | $76.6M | $819K |
| 3 | EQUITY TRUST COMPANY EQUITY TRUST COMPANY 401(K) PLAN |
WESTLAKE OH |
| 601 |
| $29.9M |
| $611K |
| 4 | THE BRANDEIS SCHOOL OF SAN FRANCISCO THE BRANDEIS SCHOOL OF SAN FRANCISCO RETIREMENT PLAN | SAN FRANCISCO CA | 181 | $21.6M | $124K |
| 5 | LD PRODUCTS, INC. LD PRODUCTS, INC. 401(K) PLAN | LONG BEACH CA | 40 | $6.9M | $40K |
| 6 | STAFFORD MANAGEMENT, LLC STAFFORD MANAGEMENT, LLC 401(K) PLAN | BURLINGTON MA | 1,340 | $20.8M | $13K |
| 7 | CIC INNOVATION SERVICES, LLC CIC INNOVATION SERVICES, LLC 401(K) PLAN | CAMBRIDGE MA | 164 | $18.5M | $11K |
| 8 | RINCON CONSULTANTS, INC. RINCON CONSULTANTS, INC. 401(K) AND PROFIT SHARING PLAN | VENTURA CA | 425 | $43.9M | $6K |
