Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Equitable AB Small Cap Growth Z in their Schedule of Assets, totaling $625K 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 | PMI RESOURCE, LLC PMI RESOURCE, LLC | SHREVEPORT LA | 390 | $9.6M | $622K |
| 2 | WDI HOSPITALITY LLC WDI HOSPITALITY, LLC 401(K) PLAN | DURHAM NC | 271 | $7.5M | $3K |
