Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Alger Capital Appreciation in their Schedule of Assets, totaling $4.5M 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 | AON RISK SERVICES OF PR, INC. AON RISK SERVICES OF PR, INC. 1081.01(D) PLAN | SAN JUAN PR | 65 | $9.7M | $2.4M |
| 2 | RADIUS HOLDINGS LLC RADIUS GLOBAL SOLUTIONS 401(K) PLAN | AMBLER PA | 727 | $19.7M | $1.6M |
| 3 | THE BRITISH EMBASSY THE BRITISH EMBASSY 401(K) PLAN |
WASHINGTON DC |
| 517 |
| $46.5M |
| $429K |
| 4 | CCIC NORTH AMERICA INC CCIC NA RETIREMENT PLAN | RANCHO CUCAMONGA CA | 17 | $901K | $10K |
| 5 | WHITESTONE TRANSPORTATION LLC WHITESTONE TRANSPORTATION LLC 401(K) PLAN | MOSELLE MS | 110 | $136K | $2K |