Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 30 U.S. retirement plans report holding American Century Investments® VP Capital Appreciation Fund in their Schedule of Assets, totaling $3.4M 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 OF NORTHWEST TEXAS 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF LEGAL AID OF NORTHWEST TEXAS | FORT WORTH TX | 305 | $31.9M | $831K |
| 2 | LEGAL AID SERVICE OF BROWARD C 403(B) THRIFT PLAN OF LEGAL AID SERVICE OF BROWARD COUNTY, INC. | FORT LAUDERDALE FL | 116 | $6.1M | $619K |
| 3 | ALLEGIANT MANUFACTURING, LLC |
GALLATIN TN |
| 169 |
| $8.3M |
| $237K |
| 4 | SOUTHEASTERN MICHIGAN HEALTH ASSOCIATION 401(A) PROFIT-SHARING PLAN FOR EMPLOYEES OF SOUTHEASTERN MICHIGAN HEALTH ASSOCIATION | DETROIT MI | 234 | $8.9M | $222K |
| 5 | LEGAL AID SERVICES - D.C. PENSION PLAN LEGAL AID SERVICES OF OKLAHOMA, INC. DEFINED CONTRIBUTION PENSION PLAN | OKLAHOMA CITY OK | 276 | $6.8M | $187K |
| 6 | TEXHOMA CHRISTIAN CARE CENTER, INC. 403(B) THRIFT PLAN OF TEXHOMA CHRISTIAN CARE CENTER, INC. | WICHITA FALLS TX | 189 | $5.0M | $184K |
| 7 | HOSPICE OF WICHITA FALLS, INC. 403(B) THRIFT PLAN OF HOSPICE OF WICHITA FALLS, INC. | WICHITA FALLS TX | 225 | $12.8M | $158K |
| 8 | HOSPICE OF ORANGE & SULLIVAN COUNTIES, INC. 403(B) THRIFT PLAN OF HOSPICE OF ORANGE & SULLIVAN COUNTIES, INC. | NEWBURGH NY | 229 | $5.7M | $126K |
| 9 | CARTER BURDEN NETWORK, INC. 403(B) THRIFT PLAN FOR EMPLOYEES OF CARTER BURDEN NETWORK, INC. | NEW YORK NY | 124 | $5.5M | $126K |
| 10 | LOVING CARE IN-HOME HEALTH SER 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF LOVING CARE IN-HOME HEALTH SERVICES, L.L.C. | NOBLE OK | 75 | $8.0M | $103K |
