Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding FID CAPITAL APPREC in their Schedule of Assets, totaling $2.1M 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 | PREDICTIVE INDEX, LLC PREDICTIVE INDEX RETIREMENT TRUST PLAN | WESTWOOD MA | 219 | $30.9M | $1.1M |
| 2 | LONGVIEW POWER, LLC LONGVIEW POWER, LLC 401(K) PLAN | MAIDSVILLE WV | 153 | $30.9M | $678K |
| 3 | PAISLEY CRAFTS, LLC PAISLEY CRAFTS, LLC 401(K) PLAN |
FRESNO CA |
| 54 |
| $9.6M |
| $383K |
| 4 | THE UNIVERSITY OF NEW MEXICO FOUNDATION 403(B). THE UNIVERSITY OF NEW MEXICO FOUNDATION 403(B) | ALBUQUERQUE NM | 107 | $18.1M | $23K |
