Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Alger Capital Appreciation Institutional Fund in their Schedule of Assets, totaling $16.3M 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 | KODIAK GYPSUM MOUNTAIN STATES LLC KODIAK BP 401K PLAN | ENGLEWOOD CO | 5,941 | $193.5M | $7.0M |
| 2 | CACTUS WELLHEAD, LLC CACTUS WELLHEAD, LLC RETIREMENT PLAN | HOUSTON TX | 1,492 | $83.8M | $3.4M |
| 3 | VIEWSONIC CORPORATION VIEWSONIC CORPORATION 401(K) PLAN AND TRUST |
BREA CA |
| 267 |
| $46.8M |
| $2.7M |
| 4 | LOCAL 22 HEALTH FUND LOCAL 22 HEALTH FUND | VALLEY STREAM NY | 2,172 | $26.5M | $1.8M |
| 5 | DAVE WHITE CHEVROLET, INC. DAVE WHITE CHEVROLET SAVINGS AND RETIREMENT PLAN | SYLVANIA OH | 115 | $15.0M | $674K |
| 6 | SUNSHINE BOUQUET COMPANY SUNSHINE BOUQUET COMPANY 401(K) PLAN | DAYTON NJ | 648 | $23.7M | $384K |
| 7 | DESIGNER GREETINGS INC DESIGNER GREETINGS INC. 401K PLAN | EDISON NJ | 188 | $8.5M | $343K |