Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Alger Alger Capital Appreciation in their Schedule of Assets, totaling $889K 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 | ST. JOSEPH HOLDINGS, LLC ST. JOSEPH HOLDINGS, LLC 401(K) PLAN | BATON ROUGE LA | 1,525 | $11.6M | $693K |
| 2 | NORTHWEST TENNESSEE ECONOMIC DEVELOPMENT COUNCIL NORTHWEST TENNESSEE ECONOMIC DEVELOPMENT COUNCIL PROFIT SHARING PLAN | DRESDEN TN | 227 | $5.8M | $196K |