Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding ALGER CAPITAL APPRECA GM MUTUAL FUNDS in their Schedule of Assets, totaling $5.7M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | THE INSTITUTE OF INTERNATIONAL FINANCE, INC. I I F RETIREMENT PLAN | WASHINGTON DC | 62 | $40.0M | $2.7M |
| 2 | SONIC FOUNDRY, INC. SONIC FOUNDRY, INC. PROFIT SHARING PLAN | MADISON WI | 108 | $16.5M | $1.3M |
| 3 | SPECIALTY STEEL TREATING, INC. TAX DEFERRED SAVINGS & PROFIT SHARING PLAN OF SPECIALTY STEEL TREATING, INC. |
FRASER MI |
| 201 |
| $22.4M |
| $977K |
| 4 | DRIVETRAIN GROUP HOLDING CORP DRIVETRAIN GROUP HOLDING CORPORATION EMPLOYEE SAVINGS PLAN | CRAWFORDSVILLE IN | 365 | $21.9M | $853K |
