Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding AllianceBernstein AB Discovery Growth Fund in their Schedule of Assets, totaling $3.5M 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 | LILY TRANSPORTATION CORP. LILY TRANSPORTATION CORP. 401(K) PROFIT SHARING PLAN | NEEDHAM MA | 1,337 | $31.1M | $1.5M |
| 2 | LINCOLN NATIONAL LIFE INSURANCE COMPANY LNL MONEY PURCHASE PLAN | RADNOR PA | 3 | $10.6M | $831K |
| 3 | POWELL INDUSTRIES, INC. POWELL INDUSTRIES, INC. EMPLOYEES INCENTIVE SAVINGS PLAN |
HOUSTON TX |
| 2,164 |
| $252.3M |
| $807K |
| 4 | LINCOLN NATIONAL LIFE INSURANCE COMPANY LNL ABGA MONEY PURCHASE PLAN | RADNOR PA | 62 | $29.0M | $302K |