Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding AllianceBernstein AllianceBernstein Sm Cap Gr Z in their Schedule of Assets, totaling $1.4M 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 | GIFFORD HEALTH CARE, INC. GIFFORD HEALTH CARE, INC. 403(B) RETIREMENT PLAN | RANDOLPH VT | 636 | $74.1M | $711K |
| 2 | SUFFIELD ACADEMY SUFFIELD ACADEMY 403(B) RETIREMENT PLAN | SUFFIELD CT | 234 | $53.9M | $590K |
| 3 | SOCIETY OF ACTUARIES RESEARCH INSTITUTE SOCIETY OF ACTUARIES RESEARCH INSTITUTE 403(B) RETIREMENT PLAN |
CHICAGO IL |
| 155 |
| $67.2M |
| $70K |
