Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding Capital Appreciation Fund Pooled separate accounts in their Schedule of Assets, totaling $8.0M 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 | AMERICAN AD BAG AMERICAN AD BAG PROFIT SHARING 401(K) PLAN AND TRUST | GLENDALE AZ | 86 | $13.7M | $6.1M |
| 2 | CLAREMONT SAVINGS BANK CLAREMONT SAVINGS BANK 401(K) PROFIT SHARING PLAN & TRUST | CLAREMONT NH | 83 | $17.1M | $1.0M |
| 3 | MEDICI TECHNOLOGIES, LLC MHBD 401(K) RETIREMENT PLAN |
AUSTIN TX |
| 187 |
| $6.6M |
| $328K |
| 4 | ASPEN PRODUCTS, INC. ASPEN PRODUCTS, INC. 401(K) PLAN | KANSAS CITY MO | 557 | $21.4M | $164K |
| 5 | GEARY PACIFIC CORPORATION GEARY PACIFIC CORPORATION 401(K) PROFIT SHARING PLAN AND TRUST | ANAHEIM CA | 238 | $28.9M | $141K |
| 6 | PATRICKS MOTOR MART, INC. PATRICKS MOTOR MART, INC. 401(K)/PROFIT SHARING PLAN | AUBURN MA | 136 | $3.1M | $99K |
| 7 | DRUMMOND SCIENTIFIC COMPANY DRUMMOND SCIENTIFIC COMPANY PROFIT SHARING PLAN | BROOMALL PA | 123 | $19.7M | $79K |
| 8 | ELLKAY LLC ELLKAY LLC RETIREMENT PLAN | ELMWOOD PARK NJ | 386 | $23.6M | $78K |
| 9 | KAIROS NORTHWEST KAIROS 401(K) PROFIT SHARING PLAN | GRANTS PASS OR | 115 | $2.5M | $32K |
| 10 | LODESTONE PACIFIC HOLDING COMPANY, INC. LPHC, INC. 401(K) PROFIT SHARING PLAN | ARCATA CA | 240 | $13.0M | $15K |
