Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding AllianceBernstein Small Cap Growth Portfolio Class Z in their Schedule of Assets, totaling $7.9M 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 | OGLETREE, DEAKINS, NASH, SMOAK & STEWART OGLETREE, DEAKINS, NASH, SMOAK & STEWART 401(K) SAVINGS PLAN | GREENVILLE SC | 2,351 | $398.4M | $4.4M |
| 2 | OGLETREE DEAKINS NASH SMOAK & STEWART PROFIT-SHARING PLAN OF OGLETREE, DEAKINS, NASH, SMOAK & STEWART | GREENVILLE SC | 2,325 | $248.5M | $3.3M |
| 3 | BODEGA LATINA CORPORATION |
COMMERCE CA |
| 9,200 |
| $8.3M |
| $103K |
| 4 | AMERICANTCS FIDUCIARY SERVICES, LLC MARINER SELECT RETIREMENT PLAN | PITTSBURGH PA | 955 | $7.9M | $32K |
| 5 | BELIN AND ASSOCIATES, INC. BELIN AND ASSOCIATES 401(K) PLAN | MONTGOMERY TX | 109 | $4.0M | $13K |
| 6 | DANIELE INTERNATIONAL LLC DANIELE INTERNATIONAL LLC 401(K) PLAN | MAPLEVILLE RI | 452 | $4.7M | $3K |