Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding Alliance Bernstein Small Cap Growth Fund in their Schedule of Assets, totaling $12.6M 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 | ST. LUKE'S HEALTH NETWORK, INC. ST. LUKE'S HEALTH NETWORK 403(B) PLAN | ALLENTOWN PA | 20,984 | $810.2M | $7.7M |
| 2 | THE CAMPBELL CLINIC, P.C. THE CAMPBELL CLINIC, P.C. EMPLOYEES' RETIREMENT PLAN AND TRUST | GERMANTOWN TN | 928 | $148.2M | $2.3M |
| 3 | KNIGHT ENERGY SERVICES, LLC |
HOUSTON TX |
| 198 |
| $32.0M |
| $1.6M |
| 4 | ARCADIUM LITHIUM PLC ARCADIUM LITHIUM 401(K) PLAN | PHILADELPHIA PA | 408 | $52.2M | $661K |
| 5 | AMERICAN FINANCIAL NETWORK, INC. AMERICAN FINANCIAL NETWORK, INC. 401(K) PROFIT SHARING PLAN | BREA CA | 1,176 | $43.2M | $129K |
| 6 | NEW BERLIN PLASTICS, INC. NEW BERLIN PLASTICS 401(K) PLAN | NEW BERLIN WI | 150 | $9.8M | $98K |
| 7 | SAF-GARD SAFETY SHOE CO., INC. SAF-GARD SAFETY SHOE CO., INC. RETIREMENT SAVINGS PLAN | GREENSBORO NC | 404 | $12.7M | $60K |
| 8 | UTAC US INC. UTAC US INC. 401(K) PLAN | NORTHVILLE MI | 130 | $9.5M | $41K |
| 9 | PENOBSCOT COMMUNITY HEALTH CENTER PENOBSCOT COMMUNITY HEALTH CENTER 403(B) PLAN | BANGOR ME | 782 | $41.9M | $21K |
| 10 | MERCURY PRINT PRODUCTIONS, INC. MERCURY PRINT PRODUCTIONS, INC. PROFIT SHARING/ | ROCHESTER NY | 167 | $12.7M | $18K |
