Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding BLACKROCK CAP APPRECIATION I in their Schedule of Assets, totaling $6.1M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | BRITISH SCHOOL OF AMERICA BRITISH SCHOOL OF WASHINGTON 401(K) PROFIT SHARING PLAN & TRU | MIAMI FL | 925 | $31.1M | $3.7M |
| 2 | ROSS EXPRESS LLC ROSS EXPRESS LLC SAVINGS & RETIREMENT PLAN | BOSCAWEN NH | 269 | $12.4M | $839K |
| 3 | VIKING HOLDING COMPANY, LLC VIKING HOLDING COMPANY, LLC 401(K) PLAN |
MIAMI FL |
| 956 |
| $47.8M |
| $774K |
| 4 | BLINDSTO GO US INC. BLINDS TO GO 401K PLAN | PARAMUS NJ | 495 | $12.9M | $584K |
| 5 | HAYNES GROUP INC. HAYNES GROUP INCORPORATED 401(K) PROFIT SHARING PLAN | OXFORD CT | 40 | $4.7M | $124K |
