Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Alger Small Cap Focus Z Fund in their Schedule of Assets, totaling $1.1M 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 | SEKISUI AEROSPACE, INC. SEKISUI AEROSPACE, INC. 401(K) RETIREMENT PLAN | RENTON WA | 690 | $32.4M | $745K |
| 2 | WATERMARK RETIREMENT COMMUNITIES, LLC WATERMARK RETIREMENT COMMUNITIES, LLC 401(K) PLAN | TUCSON AZ | 2,946 | $53.8M | $212K |
| 3 | ELECTROSTIM MEDICAL SERVICES, INC. |
TAMPA FL |
| 234 |
| $23.9M |
| $93K |
| 4 | PAYFONE, INC. PROVE 401(K) PLAN | NEW YORK NY | 254 | $23.6M | $43K |
