Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding Alliance Bernstein Ab Small Cap Growth Z in their Schedule of Assets, totaling $2.2M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | GASTROENTEROLOGY SPECIALTIES, P.C. GASTROENTEROLOGY SPECIALTIES, P.C.SAFE HARBOR 401(K) PROFIT SHARING PLAN | LINCOLN NE | 143 | $43.2M | $1.3M |
| 2 | HOMEMAKERS PLAZA, INC. HOMEMAKERS PLAZA, INC. 401(K) PLAN | URBANDALE IA | 320 | $16.8M | $260K |
| 3 | JABIAN, LLC JABIAN, LLC 401(K) PLAN |
ATLANTA GA |
| 99 |
| $22.5M |
| $225K |
| 4 | CHAMPION TITLE & SETTLEMENTS, INC. CHAMPION TITLE & SETTLEMENTS, INC. 401(K) PLAN | STERLING VA | 134 | $13.1M | $141K |
| 5 | RIVERSIDE COMMUNITY CARE, INC. RIVERSIDE COMMUNITY CARE, INC. 403(B) PLAN | DEDHAM MA | 1,612 | $24.3M | $93K |
| 6 | CRM MANAGEMENT, LLC CRM MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN | HOLLYWOOD FL | 174 | $11.9M | $74K |
| 7 | CRM MANAGEMENT, LLC CRM MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN | HOLLYWOOD FL | 157 | $10.0M | $63K |
| 8 | ENDODONTIC PRACTICE PARTNERS LLC ENDODONTIC PRACTICE PARTNERS 401(K) PLAN | BRENTWOOD TN | 517 | $16.0M | $42K |
| 9 | ZAP ENGINEERING & CONSTRUCTION SERVICES, INC. ZAP ENGINEERING & CONSTRUCTION SERVICES, INC. 401(K) PLAN | LAKEWOOD CO | 225 | $15.5M | $25K |
| 10 | HOUSTON PHYSICIAN HOSPITAL HOUSTON PHYSICIAN HOSPITAL EMPLOYEES SAVINGS PLAN | WEBSTER TX | 324 | $12.6M | $14K |
