Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Alger Weatherbie Specialized Growth Fund in their Schedule of Assets, totaling $1.9M 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 | KAPLAN EARLY LEARNING COMPANY KELC 401(K) SAVINGS PLAN | LEWISVILLE NC | 1,189 | $37.8M | $1.9M |
| 2 | CALEDONIA HAULERS, INC. CALEDONIA HAULERS, INC. PROFIT SHARING PLAN | CALEDONIA MN | 342 | $12.3M | $12K |
