Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding American Century VP Capital Appreciation Fund Separate account in their Schedule of Assets, totaling $1.1M 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 | THUNDERMIST HEALTH CENTER 403(B) THRIFT PLAN FOR EMPLOYEES OF THUNDERMIST HEALTH CENTER | WARWICK RI | 801 | $52.9M | $650K |
| 2 | DELAWARE OPPORTUNITIES, INC. 403(B) THRIFT PLAN FOR EMPLOYEES OF DELAWARE OPPORTUNITIES, INC. | HAMDEN NY | 201 | $10.3M | $193K |
| 3 | LEGAL ASSISTANCE OF WESTERN |
ROCHESTER NY |
| 117 |
| $2.5M |
| $80K |
| 4 | CHAUTAUQUA OPPORTUNITIES, INC. 403(B) THRIFT PLAN FOR EMPLOYEES OF CHAUTAUQUA OPPORTUNITIES, INC. | DUNKIRK NY | 239 | $5.6M | $76K |
| 5 | LEGAL ASSISTANCE OF WESTERN LEGAL ASSISTANCE OF WESTERN NEW YORK, INC. | ROCHESTER NY | 175 | $12.0M | $49K |
| 6 | NORTHPOINTE COUNCIL, INC. 403(B) THRIFT PLAN FOR EMPLOYEES OF NORTHPOINTE COUNCIL, INC. | NIAGARA FALLS NY | 87 | $3.0M | $28K |
