Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding American Century VP Capital Appreciation in their Schedule of Assets, totaling $1.6M 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 | GRODEN CENTER, INC. THE GRODEN CENTER, INC. 401(K) PROFIT SHARING PLAN | PROVIDENCE RI | 632 | $18.8M | $355K |
| 2 | R.A.I.N. TOTAL CARE, INC. 403(B) THRIFT PLAN OF R.A.I.N. TOTAL CARE, INC. | BRONX NY | 194 | $5.1M | $289K |
| 3 | VISITING NURSE AND HOSPICE CAR SAFE-HARBOR 403(B) THRIFT PLAN FOR EMPLOYEES OF VISITING NURSE AND HOSPICE CARE OF SANTA BARBARA |
SANTA BARBARA CA |
| 148 |
| $21.9M |
| $283K |
| 4 | TIOGA OPPORTUNITIES, INC. 403(B) THRIFT PLAN FOR EMPLOYEES OF TIOGA OPPORTUNITIES, INC. | OWEGO NY | 68 | $5.2M | $282K |
| 5 | CHRISTIAN SOCIAL SERVICES OF I 403(B) THRIFT PLAN FOR EMPLOYEES OF CHRISTIAN SOCIAL SERVICES OF ILLINOIS D/B/A CARITAS FAMILY SOLUTIONS | BELLEVILLE IL | 567 | $10.7M | $268K |
| 6 | SARAH TUXIS RESIDENTIAL SERVIC 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF SARAH TUXIS RESIDENTIAL SERVICES, INC. | GUILFORD CT | 289 | $2.9M | $85K |
| 7 | BERKSHIRE FARM CENTER 403(B) PLAN 403(B) THRIFT PLAN OF BERKSHIRE FARM CENTER & SERVICES FOR YOUTH | CANAAN NY | 306 | $7.2M | $54K |
| 8 | COMMUNITY LIVING OPTIONS 403(B) THRIFT PLAN OF COMMUNITY LIVING OPTIONS | KALAMAZOO MI | 156 | $3.9M | $26K |
| 9 | HOME AND COMMUNITY OPTIONS, INC. 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF HOME AND COMMUNITY OPTIONS, INC. | WINONA MN | 149 | $6.0M | $2K |
