Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Alger Capital Appreciation Instl I in their Schedule of Assets, totaling $4.8M 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 | EDGERTON HOSPITAL AND HEALTH SERVICES EDGERTON HOSPITAL AND HEALTH SERVICES 401(K) PLAN & TRUST | EDGERTON WI | 198 | $10.7M | $1.3M |
| 2 | TWIN CITIES HABITAT FOR HUMANITY, INC. TWIN CITIES HABITAT FOR HUMANITY, INC. 401(K) PLAN | ST PAUL MN | 179 | $11.1M | $933K |
| 3 | MINNEAPOLIS RADIOLOGY ASSOCIATES, LTD. |
PLYMOUTH MN |
| 119 |
| $66.0M |
| $816K |
| 4 | PEOPLE'S TRUST INSURANCE CO. PEOPLE'S TRUST INSURANCE CO 401(K) PROFIT SHARING PLAN & TRUST | DEERFIELD BEACH FL | 312 | $19.9M | $577K |
| 5 | CARDINAL POINT CAPTAINS, INC. CPC RETIREMENT PLAN | SAN DIEGO CA | 135 | $5.0M | $557K |
| 6 | CAMPOS EPC, LLC CAMPOS EPC, LLC RETIREMENT SAVINGS PLAN | DENVER CO | 489 | $18.5M | $347K |
| 7 | MOTORAMBAR, INC. MOTORAMBAR, INC. CODA PROFIT SHARING PLAN | SAN JUAN PR | 189 | $8.1M | $209K |
| 8 | SPARUS UTILITY SERVICES, LLC SPARUS UTILITY SERVICES, LLC 401K PLAN AND TRUST | MISSOULA MT | 345 | $3.2M | $9 |
