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 Z in their Schedule of Assets, totaling $249K 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 | ST. LUKES FOUNDATION, INC. ST. LUKE'S FOUNDATION, INC. RETIREMENT PLAN | NEW CANAAN CT | 139 | $49.0M | $130K |
| 2 | SOVRN HOLDINGS, INC. SOVRN 401(K) PLAN | BOULDER CO | 134 | $15.4M | $117K |
| 3 | SHARP DECISIONS, INC. SHARP DECISIONS, INC. 401(K) PLAN |
NEW YORK NY |
| 207 |
| $19.6M |
| $2K |