Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Alger Capital Appreciation Portfolio Class I‐2 in their Schedule of Assets, totaling $973K 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 | L.E. WOOTEN & COMPANY DBA THE WOOTEN COMPANY L.E. WOOTEN & COMPANY PROFIT SHARING SAVINGS PLAN | RALEIGH NC | 100 | $20.2M | $926K |
| 2 | ECONOMIC OPPORTUNITY AGENCY OF WASHINGTON COUNTY, INC. EOA OF WASHINGTON COUNTY 401(K) RETIREMENT PLAN | SPRINGDALE AR | 73 | $2.5M | $25K |
| 3 | LOWER SIOUX INDIAN COMMUNITY IN THE STATE OF MINNESOTA |
MORTON MN |
| 676 |
| $8.7M |
| $22K |
