Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding AB Small Cap Growth Z Mutual funds in their Schedule of Assets, totaling $572K 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 | WALTERS MANAGEMENT COMPANY, INC. WALTERS MANAGEMENT COMPANY, INC. 401(K) PLAN | BARNEGAT NJ | 111 | $12.4M | $306K |
| 2 | SAVANT SYSTEMS, INC. SAVANT SYSTEMS 401(K) PROFIT SHARING PLAN | HYANNIS MA | 394 | $44.7M | $201K |
| 3 | S & W PAYROLL SERVICES, LLC NETCHEX 401(K) PLAN |
COVINGTON LA |
| 330 |
| $15.8M |
| $41K |
| 4 | THE FINWAY GROUP TFP RETIREMENT PEP | WEST DES MOINES IA | 182 | $15.8M | $15K |
| 5 | KOOIMA COMPANY, LLC KOOIMA COMPANY, LLC 401(K) PLAN | ROCK VALLEY IA | 162 | $7.9M | $9K |
