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Capital Appreciation Fund
Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 515 retirement plans report an interest in this investment, totaling $153.5M in reported end-of-year interest. Plans are ranked by reported interest.
Plans holding
515
Reported interest (EOY)
$153.5M
Data source
DOL Form 5500 · Schedule D
Plans holding Capital Appreciation Fundranked by reported interest
Unlock full list (Pro)| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | CERBERUS CAPITAL MANAGEMENT, L.P. CERBERUS CAPITAL MANAGEMENT, L.P. PROFIT SHARING 401(K) PLAN | NEW YORK NY | 597 | $345.3M | $10.7M |
| 2 | AMERICAN AD BAG AMERICAN AD BAG PROFIT SHARING 401(K) PLAN AND TRUST | GLENDALE AZ | 86 | $13.7M | $6.1M |
| 3 | WSB & ASSOCIATES, INC. WSB & ASSOCIATES, INC. 401(K) NEW COMPARABILITY PLAN AND TRUST | MINNEAPOLIS MN | 1,329 | $123.9M | $4.9M |
| 4 | WEST WICHITA FAMILY PHYSICIANS, P.A. WEST WICHITA FAMILY PHYSICIANS, P.A. PROFIT SHARING PLAN AND 401(K) | WICHITA KS | 193 | $75.0M | $4.5M |
| 5 | PLAN FIDUCIARY SERVICES, INC. THE PLATINUM 401(K) RETIREMENT SAVINGS PLAN | CLEARWATER FL | 10,921 | $89.5M | $4.3M |
| 6 | GUARANTEE TRUST LIFE INSURANCE COMPANY GUARANTEE TRUST LIFE INSURANCE COMPANY AND SELECT AFFILIATES 401(K) AND PROFIT SHARING PLAN | GLENVIEW IL | 296 | $57.0M | $3.5M |
| 7 | CHILDRENS PRIMARY CARE MEDICAL GROUP, INC. CHILDREN'S PRIMARY CARE MEDICAL GROUP, INC. RETIREMENT SAVINGS PLAN | SAN DIEGO CA | 162 | $117.7M | $3.4M |
| 8 | CHAPMAN MANAGEMENT CORPORATION CHAPMAN AUTO GROUP 401(K) PROFIT SHARING PLAN | HORSHAM PA | 507 | $38.0M | $2.9M |
| 9 | ACTIVE MANUFACTURING, CORP. ACTIVE/CARTER 401K PLAN | SPRING LAKE MI | 114 | $12.2M | $2.8M |
| 10 | ASSOCIATED SPACE DESIGN, INC. ASSOCIATED SPACE DESIGN, INC. RETIREMENT SAVINGS PLAN | ATLANTA GA | 185 | $48.6M | $2.6M |
See all 515 plans holding Capital Appreciation Fund
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