Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Registered Investment Companies AB Small Cap Growth Z Registered investment company in their Schedule of Assets, totaling $1.5M 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 | KREISCHER MILLER KREISCHER MILLER CAPITAL ACCUMULATION PLAN | HORSHAM PA | 264 | $59.2M | $1.3M |
| 2 | MARY ANN'S BAKING CO., INC. MARY ANN'S BAKING CO., INC. PROFIT SHARING | SACRAMENTO CA | 137 | $7.1M | $185K |
| 3 | MD2 INTERNATIONAL, LLC MD2 INTERNATIONAL, LLC RETIREMENT TRUST |
BELLEVUE WA |
| 167 |
| $33.8M |
| $65K |