Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 43 U.S. retirement plans report holding Capital Appreciation Fund Pooled separate account in their Schedule of Assets, totaling $28.2M 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 | CERBERUS CAPITAL MANAGEMENT, L.P. CERBERUS CAPITAL MANAGEMENT, L.P. PROFIT SHARING 401(K) PLAN | NEW YORK NY | 597 | $345.3M | $10.7M |
| 2 | ROCKBRIDGE CAPITAL, LLC ROCKBRIDGE CAPITAL LLC 401K PLAN | COLUMBUS OH | 114 | $35.9M | $3.3M |
| 3 | CHAPMAN MANAGEMENT CORPORATION |
HORSHAM PA |
| 507 |
| $38.0M |
| $2.9M |
| 4 | ASSOCIATED SPACE DESIGN, INC. ASSOCIATED SPACE DESIGN, INC. RETIREMENT SAVINGS PLAN | ATLANTA GA | 185 | $48.6M | $2.6M |
| 5 | ALLEN ORGAN COMPANY LLC ALLEN ORGAN COMPANY SAVINGS AND PROFIT SHARING PLAN | MACUNGIE PA | 129 | $19.0M | $1.6M |
| 6 | STEWART BROS., INC. STEWART BROS., INC. 401(K) PROFIT SHARING PLAN | DORAVILLE GA | 131 | $25.2M | $1.0M |
| 7 | AYZENBERG GROUP, INC. AYZENBERG GROUP INC. 401(K) PLAN | PASADENA CA | 122 | $14.2M | $812K |
| 8 | ONCOLOGY CONSULTANTS, P.A. ONCOLOGY CONSULTANTS, P.A. 401(K) PLAN | HOUSTON TX | 521 | $18.0M | $558K |
| 9 | KINGSWAY LEARNING CENTER KINGSWAY LEARNING CENTER RETIREMENT PLAN | WEST MOORESTOWN NJ | 204 | $9.1M | $536K |
| 10 | JUUT HOLDINGS, INC. JUUT SALONSPA 401(K) RETIREMENT PLAN | MINNEAPOLIS MN | 299 | $25.3M | $446K |
