Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding BLACKROCK CAP APPRECIATION R in their Schedule of Assets, totaling $1.4M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | IBISWORLD INC IBISWORLD 401(K) PLAN | VENICE CA | 199 | $17.6M | $879K |
| 2 | CHESTNUT PETROLEUM DISTRIBUTORS, CHESTNUT PETROLEUM DISTRIBUTORS, INC. 401(K) PLAN | POUGHKEEPSIE NY | 438 | $6.9M | $461K |
| 3 | 3SHAPE, INC. 3SHAPE, INC. 401(K) PLAN |
| 70 |
| $7.0M |
| $55K |
| 4 | HOWARD J CHUDLER & ASSOCIATES, L HOWARD J CHUDLER & ASSOCIATES, LLC 401K PLAN | COVINA CA | 322 | $2.1M | $24K |
