Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Alger Small Cap Focus Fund Class Z Mutual fund in their Schedule of Assets, totaling $667K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | PETER THOMAS ROTH LABS LLC PETER THOMAS ROTH LABS LLC 401(K) PROFIT SHARING PLAN & TRUST | NEW YORK NY | 132 | $6.6M | $427K |
| 2 | UNITED LANGUAGE GROUP UNITED LANGUAGE GROUP 401(K) PLAN | OVERLAND PARK KS | 188 | $14.1M | $240K |
