Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Alger Capital Appreciation Mutual Fund - in their Schedule of Assets, totaling $18.4M 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 | BOYD CORPORATION, INC. BOYD CORPORATION 401(K) PLAN | PLEASANTON CA | 841 | $92.3M | $7.0M |
| 2 | THE SWAN GROUP, LLC THE SWAN GROUP RETIREMENT PLAN | RANDOLPH MA | 335 | $124.3M | $6.5M |
| 3 | GM NAMEPLATE, INC. GM NAMEPLATE, INC. PROFIT SHARING 401(K) PLAN |
BOCA RATON FL |
| 522 |
| $47.9M |
| $2.7M |
| 4 | BOYD CORPORATION INC. (WOBURN, INC.) BOYD CORPORATION INC. (WOBURN INC.) 401(K) PLAN | WOBURN MA | 265 | $37.7M | $2.2M |
| 5 | ZIP AVIATION ZIP AVIATION 401(K) PROFIT SHARING PLAN & TRUST | CLIFTON NJ | 64 | $1.2M | $1K |
