Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 14 U.S. retirement plans report holding Alger Small Cap Focus Z - in their Schedule of Assets, totaling $1.4M 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 | BASS MEDICAL GROUP, INC. BASS CASH BALANCE PLAN | WALNUT CREEK CA | 146 | $55.3M | $448K |
| 2 | NONGSHIM HOLDINGS USA, INC. NONGSHIM AMERICA, INC. 401(K) PLAN | RANCHO CUCAMONGA CA | 763 | $27.7M | $263K |
| 3 | THE PREMIER COLLECTION, LLC THE PREMIER COLLECTION, LLC 401(K) PLAN |
ELMSFORD NY |
| 255 |
| $11.5M |
| $207K |
| 4 | XPT PARTNERS LLC XPT PARTNERS 401(K) PLAN | NEW HAVEN CT | 401 | $21.0M | $137K |
| 5 | RENOVO SOLUTIONS, LLC RENOVO SOLUTIONS, LLC 401(K) PLAN | IRVINE CA | 597 | $26.0M | $105K |
| 6 | BIORASI, LLC BIORASI LLC 401(K) PROFIT SHARING PLAN & TRUST | AVENTURA FL | 120 | $4.1M | $66K |
| 7 | GLOVIS ALABAMA, LLC GLOVIS ALABAMA 401(K) PLAN | MONTGOMERY AL | 633 | $7.4M | $47K |
| 8 | ALERACARE HOLDINGS, LLC ALERACARE 401(K) PLAN | PHOENIX AZ | 189 | $4.0M | $32K |
| 9 | CLIFF CORPORATION CLIFF CORPORATION 401(K) PLAN | BLOOMINGTON MN | 278 | $2.3M | $24K |
| 10 | LOTTE NEW YORK PALACE, LLC. LOTTE HOTEL HOLDINGS USA 401(K) RETIREMENT PLAN | NEW YORK NY | 180 | $12.3M | $23K |
