Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding American Century VP Capital Appreciation Fund Pooled separate account in their Schedule of Assets, totaling $334K 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 | VISTABILITY 403(B) THRIFT PLAN FOR EMPLOYEES OF VISTABILITY | MARTINEZ CA | 317 | $10.8M | $267K |
| 2 | BUCKELEW PROGRAMS, INC. BUCKELEW PROGRAMS 403(B) RETIREMENT PROGRAM | NOVATO CA | 187 | $3.7M | $30K |
| 3 | WESLEY HOMES WESLEY 403(B) RETIREMENT PLAN |
KENT WA |
| 506 |
| $19.6M |
| $18K |
| 4 | GIRL SCOUTS OF NORTHERN CALIFORNIA GIRL SCOUTS OF NORTHERN CALIFORNIA 403(B) PLAN | ALAMEDA CA | 114 | $11.2M | $10K |
| 5 | HEALTH CARE FOR THE HOMELESS, INC. TAX-DEFERRED ANNUITY PLAN FOR EMPLOYEES OF HEALTH CARE FOR THE HOMELESS, INC. | BALTIMORE MD | 197 | $8.8M | $9K |
