Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Capital Appreciation R5 Fund+ Mutual Funds in their Schedule of Assets, totaling $3.3M 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 | SAGITEC SOLUTIONS, LLC SAGITEC RETIREMENT SAVINGS PLAN | LITTLE CANADA MN | 389 | $56.6M | $1.8M |
| 2 | AIJJ ENTERPRISES, INC RAINBOW APPAREL 401(K) SAVINGS PLAN | BROOKLYN NY | 6,004 | $81.8M | $1.5M |
