Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Capital Appreciation Separate Account in their Schedule of Assets, totaling $8.4M 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 | HARDING MAZZOTTI, LLP HARDING MAZZOTTI, LLP PROFIT SHARING PLAN | ALBANY NY | 122 | $36.4M | $7.1M |
| 2 | LOEKS THEATRES, INC. LOEKS THEATRES, INC. 401(K) PLAN | GRAND RAPIDS MI | 238 | $13.1M | $1.3M |
| 3 | CENTREX DISTRIBUTORS, LLC CENTREX DISTRIBUTORS, INC. UNION EMPLOYEES' 401(K) PLAN |
WEST GREENWICH RI |
| 106 |
| $9.5M |
| $26K |
