Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 58 U.S. retirement plans report holding Ab Small Cap Growth Z Mutual fund - in their Schedule of Assets, totaling $21.8M 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 | RESURGENS, P.C. RESURGENS ORTHOPAEDICS 401(K) RETIREMENT PLAN | ATLANTA GA | 1,029 | $187.3M | $3.1M |
| 2 | IES HOLDINGS, INC RETIREMENT SAVINGS PLAN IES HOLDINGS, INC RETIREMENT SAVINGS PLAN | HOUSTON TX | 9,988 | $233.8M | $2.5M |
| 3 | NATIONAL ASSOCIATION FOR STOCK CAR AUTO RACING, LLC NASCAR EMPLOYEE 401 (K) SAVINGS PLAN | DAYTONA BEACH FL | 4,912 | $248.0M | $2.3M |
| 4 | MEAGHER & GEER, P.L.L.P. MEAGHER & GEER P.L.L.P. PROFIT SHARING PLAN AND TRUST | MINNEAPOLIS MN | 130 | $50.9M | $1.9M |
| 5 | ERNEST PACKAGING ERNEST PAPER PRODUCTS, INC. RETIREMENT PLAN | COMMERCE CA | 539 | $45.0M | $1.7M |
| 6 | THE CARDIOVASCULAR GROUP, P.C. D/B/A VIRGINIA HEART THE CARDIOVASCULAR GROUP, P.C. 401(K) PROFIT SHARING PLAN | FALLS CHURCH VA | 405 | $82.6M | $1.1M |
| 7 | SITUSAMC HOLDINGS CORP. SITUSAMC 401(K) PLAN | HOUSTON TX | 1,952 | $208.9M | $1.0M |
| 8 | PEOPLETEC, INC. PEOPLETEC, INC. 401(K) PLAN | HUNTSVILLE AL | 617 | $83.3M | $870K |
| 9 | BADER MANAGEMENT INC. BADER RETIREMENT SAVINGS PLAN | ST. LOUIS PARK MN | 400 | $18.1M | $856K |
| 10 | FLOOD & PETERSON INSURANCE, INC. FLOOD & PETERSON INSURANCE, INC. PROFIT SHARING PLAN | GREELEY CO | 102 | $21.0M | $528K |
