Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 17 U.S. retirement plans report holding Alger Capital APPRECIATION Z in their Schedule of Assets, totaling $30.2M 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 | BULKMATIC TRANSPORT COMPANY BULKMATIC 401(K) RETIREMENT SAVINGS PLAN | GRIFFITH IN | 606 | $39.7M | $7.0M |
| 2 | PETROCHOICE HOLDINGS, INC. PETROCHOICE HOLDINGS, INC. 401(K) PLAN | KING OF PRUSSIA PA | 593 | $44.4M | $4.1M |
| 3 | FIFTH GENERATION, INC FIFTH GENERATION, INC 401(K) PLAN |
AUSTIN TX |
| 729 |
| $105.2M |
| $3.4M |
| 4 | SAGENT PHARMACEUTICALS INC SAGENT PHARMACEUTICALS INC 401K PLAN | SCHAUMBURG IL | 119 | $30.1M | $2.6M |
| 5 | DAVIDS BRIDAL, INC. DAVID'S BRIDAL 401(K) RETIREMENT PLAN | CONSHOHOCKEN PA | 13,742 | $66.5M | $2.3M |
| 6 | IT CONVERGENCE IT CONVERGENCE 401(K) PLAN | FARMERS BRANCH TX | 72 | $10.3M | $2.1M |
| 7 | FLATONIA INVESTMENTS, LLC FLATONIA INVESTMENTS, LLC 401(K) PLAN | HOUSTON TX | 585 | $51.6M | $2.1M |
| 8 | CAMBRIDGE HEALTHTECH INSTITUTE CAMBRIDGE HEALTHTECH HOLDING 401(K) PROFIT SHARING PLAN | NEEDHAM MA | 144 | $26.5M | $1.5M |
| 9 | KOBO PRODUCTS, INC. KOBO PRODUCTS, INC. 401K PLAN | SOUTH PLAINFIELD NJ | 161 | $16.1M | $1.2M |
| 10 | MYGRANT GLASS COMPANY, INC. MYGRANT GLASS COMPANY 401K PLAN | HAYWARD CA | 1,482 | $43.0M | $896K |
