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 VP Capital Appreciation in their Schedule of Assets, totaling $125K 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 | DALLAS CHILDREN'S ADVOCACY CENTER 403(B) THRIFT PLAN OF DALLAS CHILDREN'S ADVOCACY CENTER | DALLAS TX | 107 | $5.9M | $44K |
| 2 | THE ARC OF HOWARD COUNTY, INC. 403(B) THRIFT PLAN FOR EMPLOYEES OF THE ARC OF HOWARD COUNTY, INC. | ELLICOTT CITY MD | 302 | $11.2M | $28K |
| 3 | INCARNATE WORD RETIREMENT COMMUNITY, INC. |
SAN ANTONIO TX |
| 270 |
| $4.8M |
| $24K |
| 4 | THE ALLIANCE HOME 403(B) THRIFT PLAN OF THE ALLIANCE HOME DBA CHAPEL POINTE AT CARLISLE | CARLISLE PA | 223 | $4.2M | $12K |
| 5 | GOODWILL INDUSTRIES OF EAST 403(B) THRIFT PLAN FOR EMPLOYEES OF GOODWILL INDUSTRIES OF EAST TEXAS, INC. | TYLER TX | 125 | $2.0M | $11K |
| 6 | ALOHA HOUSE INC. 403B THRIFT PLAN OF ALOHA HOUSE INC. | PAIA HI | 205 | $5.1M | $5K |
