Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Alger Capital Appreciation Institutional Fund Class R in their Schedule of Assets, totaling $825K 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 | NORTON ENERGY DRILLING, LLC NORTON ENERGY DRILLING, LLC 401(K) PLAN | LUBBOCK TX | 98 | $5.0M | $790K |
| 2 | BANE QUALITY CARE, LLC BANE QUALITY CARE, LLC EMPLOYEE RETIREMENT PLAN | BRAINTREE MA | 405 | $3.4M | $35K |