Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Alliance Bernstein AB Small Cap Growth in their Schedule of Assets, totaling $538K 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 | TRULY NOLEN OF AMERICA, INC. TRULY NOLEN OF AMERICA, INC. PROFIT SHARING AND SAVINGS PLAN | TUCSON AZ | 828 | $43.0M | $448K |
| 2 | WALTER & HAVERFIELD LLP WALTER & HAVERFIELD LLP PROFIT SHARING RETIREMENT PLAN | CLEVELAND OH | 102 | $32.1M | $70K |
| 3 | NVISIA, LLC |
CHICAGO IL |
| 156 |
| $32.2M |
| $16K |
| 4 | ST. JOHN'S COMMUNITY SERVICES ST. JOHN'S COMMUNITY SERVICES TAX SHELTERED ANNUITY PLAN | WASHINGTON DC | 1,017 | $8.0M | $5K |
