Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding American Century American Century Investments® VP Capital Appreciation Fund 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.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | LEGAL AID SOCIETY OF SUFFOLK C 403(B) THRIFT PLAN FOR EMPLOYEES OF LEGAL AID SOCIETY OF SUFFOLK COUNTY, INCORPORATED | CENTRAL ISLIP NY | 201 | $57.7M | $1.2M |
| 2 | NEIGHBORHOOD LEGAL SERVICES OF LOS ANGELES COUNTY 403(B) THRIFT PLAN OF NEIGHBORHOOD LEGAL SERVICES OF LOS ANGELES COUNTY | GLENDALE CA | 217 | $25.7M | $600K |
| 3 |
ROSEMEAD CA |
| 153 |
| $14.1M |
| $82K |
| 4 | THE INSTITUTES OF APPLIED HUMAN DYNAMICS, INC. 403(B) THRIFT PLAN FOR EMPLOYEES OF THE INSTITUTES OF APPLIED HUMAN DYNAMICS, INC. | TARRYTOWN NY | 1,045 | $17.9M | $32K |
| 5 | THE SPRINGFIELD URBAN LEAGUE, INC. 403(B) THRIFT PLAN FOR EMPLOYEES OF THE SPRINGFIELD URBAN LEAGUE, INC. | SPRINGFIELD IL | 106 | $5.8M | $9K |
| 6 | HOSPICE BRAZOS VALLEY, INC. HOSPICE BRAZOS VALLEY, INC. ERISA 403(B) PLAN | BRYAN TX | 89 | $4.7M | $5K |
