Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Alger Capital Appreciation Fund Mutual fund in their Schedule of Assets, totaling $959K 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 | THE BAY CLUB COMPANY THE BAY CLUB COMPANY 401(K) PLAN | SAN FRANCISCO CA | 1,549 | $47.7M | $383K |
| 2 | SOUTHEASTERN PSYCHIATRIC MANAGEMENT SPM QUALIFIED 401(K) PLAN | GADSDEN AL | 151 | $2.2M | $285K |
| 3 | ABLE MAINTENANCE, INC. SSS/SME/AMI 401(K) SAVINGS PLAN |
SAN JOSE CA |
| 247 |
| $19.9M |
| $216K |
| 4 | EXER HOLDING COMPANY LLC EXER HOLDING COMPANY LLC 401(K) & PROFIT SHARING PLAN | EL SEGUNDO CA | 575 | $5.9M | $74K |