Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Capital Appreciation Fund Mutual fund in their Schedule of Assets, totaling $28.6M 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 | COCA-COLA BOTTLING COMPANY UNITED, INC. COCA-COLA BOTTLING COMPANY UNITED, INC. 401(K) PLAN | BIRMINGHAM AL | 9,930 | $609.6M | $27.8M |
| 2 | BURTON LUMBER & HARDWARE CO. BURTON LUMBER 401(K) PLAN | SALT LAKE CITY UT | 269 | $21.5M | $226K |
| 3 | SHELLBACK HOLDINGS, LLC SHELLBACK HOLDINGS, LLC 401(K) PLAN |
COOPERSBURG PA |
| 93 |
| $8.6M |
| $213K |
| 4 | BURTON LUMBER & HARDWARE CO. BURTON LUMBER 401(K) PLAN | SALT LAKE CITY UT | 286 | $18.8M | $152K |
| 5 | INDEPENDENT OPTIONS, INC. INDEPENDENT OPTIONS, INC. PROFIT SHARING 401(K) PLAN | CORONA CA | 366 | $8.0M | $137K |
| 6 | JBP, LLC DBA SILVER STATE INTERNATIONAL TRUCKS SILVER STATE INTERNATIONAL TRUCKS 401(K) PROFIT SHARING PLAN | SPARKS NV | 144 | $13.1M | $52K |
| 7 | THOMASVILLE NATIONAL BANK THOMASVILLE NATIONAL BANK 401(K) PROFIT SHARING PLAN | THOMASVILLE GA | 127 | $33.4M | $43K |
| 8 | CENTRAL OREGON PEDIATRIC ASSOCIATES, LLP CENTRAL OREGON PEDIATRIC ASSOCIATES 401(K) PROFIT SHARING PLAN | BEND OR | 144 | $16.1M | $4K |
| 9 | THE PINES AT DAVIDSON, INC. THE PINES AT DAVIDSON, INC. 403(B) PLAN | DAVIDSON NC | 368 | $9.2M | $2K |
