Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding AllianceBernstein AB Discovery Value Z in their Schedule of Assets, totaling $737K 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 | G & W EQUIPMENT, INC. G & W EQUIPMENT, INC. 401(K) PROFIT SHARING PLAN AND TRUST | CHARLOTTE NC | 305 | $25.9M | $377K |
| 2 | THE YORK WATER COMPANY THE YORK WATER COMPANY 401(K) PLAN | YORK PA | 124 | $16.5M | $338K |
| 3 | THE COMMON APPLICATION INC. THE COMMON APPLICATION INC. 403B PLAN |
ARLINGTON VA |
| 174 |
| $31.1M |
| $23K |