Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Alliance Bernstein Small Cap Growth Port Z Fund in their Schedule of Assets, totaling $665K 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 | LIFESPACE COMMUNITIES, INC. LIFESPACE COMMUNITIES 403(B) PLAN | DALLAS TX | 4,340 | $76.7M | $410K |
| 2 | ARMOR METAL GROUP, INC. ARMOR METAL GROUP, INC. PLAN AND TRUST | MASON OH | 320 | $17.5M | $245K |
| 3 | SUMMIT RIDGE ENERGY, LLC SUMMIT RIDGE ENERGY 401(K) PLAN |
ARLINGTON VA |
| 140 |
| $12.0M |
| $10K |