Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Alger Capital Appreciation Z Mutual Funds in their Schedule of Assets, totaling $2.0M 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 | LUMINE GROUP US HOLDING INC. LUMINE GROUP US HOLDING INC. 401(K) PLAN | LOWELL MA | 332 | $22.4M | $1.4M |
| 2 | TITANIUM PLATFORM, LLC TITANIUM PLATFORM, LLC 401(K) PLAN | LOWELL MA | 89 | $9.0M | $593K |
