Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Alger Funds Alger Capital Appreciation Institutional Fund in their Schedule of Assets, totaling $396K 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 | HOUSTON GRAND OPERA, INC. HOUSTON GRAND OPERA, INC. 403(B) PLAN | HOUSTON TX | 894 | $8.1M | $214K |
| 2 | SONWIL DISTRIBUTION CENTER, INC. SONWIL DISTRIBUTION CENTER PROFIT SHARING RETIREMENT PLAN | WEST SENECA NY | 346 | $16.7M | $182K |
