Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Alger Small Cap Focus Fund Y in their Schedule of Assets, totaling $2.0M 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 | DIESEL DIRECT FUELLOC 401(K) | STOUGHTON MA | 1,146 | $33.9M | $578K |
| 2 | HYLAN DATACOM & ELECTRICAL, LLC HYLAN DATACOM & ELECTRICAL, LLC 401(K) PLAN | HOLMDEL NJ | 194 | $11.6M | $482K |
| 3 | MANAGEMENT SERVICES CORPORATION THE CATON COMPANIES EMPLOYEE SAVINGS AND RETIREMENT PLAN |
CHARLOTTESVILLE VA |
| 317 |
| $20.8M |
| $442K |
| 4 | LNS AMERICA, INC. LNS NORTH AMERICA 401(K) PLAN | CINCINNATI OH | 286 | $25.6M | $440K |
| 5 | PHOENIX MANAGEMENT SOLUTIONS, LL PHOENIX MANAGEMENT SOLUTIONS, LLC 401K PROFIT SHARING PLAN & T | SAN ANTONIO TX | 199 | $12.6M | $27K |
