Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Capital Appreciation Fund Registered investment company fund in their Schedule of Assets, totaling $513K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | TRITON HEALTH SYSTEMS, L.L.C. TRITON HEALTH SYSTEMS, L.L.C. 401(K) RETIREMENT PLAN | BIRMINGHAM AL | 572 | $44.0M | $513K |
