Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Alliance Berstein in their Schedule of Assets, totaling $3.0M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | CAMPUS USA CREDIT UNION CAMPUS USA CREDIT UNION 401(K) PLAN | JONESVILLE FL | 422 | $41.9M | $2.6M |
| 2 | AMERICAN FRIENDS OF THE HEBREW UNIVERSITY, INC. AMERICAN FRIENDS OF THE HEBREW UNIVERSITY 403(B) DC AND 403(B) TDA PLAN | NEW YORK NY | 50 | $28.0M | $318K |
| 3 | THE SEDONA GROUP, LTD. |
MOLINE IL |
| 228 |
| $17.2M |
| $109K |
