Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding AB Small Cap Grw Port Z Registered Investment Company in their Schedule of Assets, totaling $2.2M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | BRAINLAB, INC. BRAINLAB, INC. 401(K) PLAN | WESTCHESTER IL | 423 | $76.4M | $1.5M |
| 2 | JOHN NALBACH ENGINEERING CO., INC. NALBACH COMPANIES, ET. AL. PROFIT SHARING 401K | COUNTRYSIDE IL | 217 | $11.4M | $239K |
| 3 | AMERICAN FINANCIAL NETWORK, INC. AMERICAN FINANCIAL NETWORK, INC. 401(K) PROFIT SHARING PLAN |
BREA CA |
| 1,176 |
| $43.2M |
| $129K |
| 4 | WINKLER, INC. WINKLER, INC. EMPLOYEES' PROFIT SHARING PLAN | DALE IN | 348 | $18.0M | $109K |
| 5 | LUEDER, LARKIN & HUNTER, LLC LUEDER, LARKIN & HUNTER, LLC 401(K) PROFIT SHARING PLAN | ALPHARETTA GA | 196 | $14.7M | $88K |
| 6 | MOUNTAINLAND HEAD START INC. MOUNTAINLAND HEAD START INC. 401K RETIREMENT PLAN | PROVO UT | 138 | $1.6M | $31K |
| 7 | COMMUNITIES IN SCHOOLS INC. COMMUNITIES IN SCHOOLS, INC. DEFINED CONTRIBUTION RETIREMENT PLAN | ARLINGTON VA | 89 | $10.5M | $24K |
| 8 | MERCURY PRINT PRODUCTIONS, INC. MERCURY PRINT PRODUCTIONS, INC. PROFIT SHARING/ | ROCHESTER NY | 167 | $12.7M | $18K |
| 9 | HAWK CONSULTANTS, LLC HAWK CONSULTANTS, LLC 401(K) SAVINGS PLAN | TOMBALL TX | 143 | $8.6M | $16K |
