Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Alger Capital Appreciation Instl Y VALUE Mutual Funds in their Schedule of Assets, totaling $262K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | S & W PAYROLL SERVICES, LLC NETCHEX 401(K) PLAN | COVINGTON LA | 330 | $15.8M | $262K |
