Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding AB US Lg Cp Gth CIT W Srs Cl L in their Schedule of Assets, totaling $1.2M 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 | NORTH AMERICAN FIRE HOLDINGS, LLC ALTUS FIRE & LIFE SAFETY 401(K) PLAN | NEW YORK NY | 319 | $24.0M | $586K |
| 2 | MIDWEST VETERINARY PARTNERS. LLC MIDWEST VETERINARY PARTNERS 401(K) PLAN | SOUTHFIELD MI | 7,950 | $165.5M | $235K |
| 3 | PALERMO VILLA, INC. PALERMO VILLA, INC. 401(K) PLAN |
MILWAUKEE WI |
| 1,127 |
| $38.9M |
| $228K |
| 4 | LIVANTA LLC LEADER 401(K) PLAN | ANNAPOLIS JCT MD | 412 | $2.6M | $53K |
| 5 | HAI HOSPITALITY GROUP, LLC HAI HOSPITALITY GROUP, LLC 401(K) PLAN | AUSTIN TX | 1,083 | $3.8M | $40K |
| 6 | GENESEE SCIENTIFIC, LLC GENESEE SCIENTIFIC 401(K) PLAN | EL CAJON CA | 114 | $6.5M | $17K |
