Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Fid Capital Apprec Mutual fund - in their Schedule of Assets, totaling $3.0M 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 | NORTHEAST COMMUNITY BANK NORTHEAST COMMUNITY BANK EMPLOYEES' SAVINGS & PROFIT SHARING PLAN AND TRUST | WHITE PLAINS NY | 144 | $19.1M | $1.4M |
| 2 | CHEESEMAN LLC CHEESEMAN LLC 401(K) PLAN | FORT RECOVERY OH | 531 | $17.1M | $1.0M |
| 3 | RISKSPAN, INC. RISKSPAN, INC. 401(K) PLAN |
ARLINGTON VA |
| 80 |
| $16.7M |
| $350K |
| 4 | TORRANCE HEALTH ASSOCIATION TORRANCE HEALTH ASSOCIATION 403(B) PLAN | TORRANCE CA | 5,025 | $406.1M | $126K |
| 5 | SCRIPPS HEALTH INPATIENT PROVIDERS MEDICAL GROUP, INC. SCRIPPS HEALTH INPATIENT PROVIDERS MEDICAL GROUP, INC. 401(K) PLAN | SAN DIEGO CA | 156 | $51.1M | $86K |
| 6 | THE RASHI SCHOOL, INC. RASHI SCHOOL RETIREMENT PLAN | DEDHAM MA | 97 | $6.6M | $32K |
| 7 | HOME OF GUIDING HANDS THE HOME OF GUIDING HANDS 403(B) PLAN | EL CAJON CA | 245 | $5.9M | $11K |
| 8 | SOUTH TEXAS COLLEGE OF LAW HOUSTON SOUTH TEXAS COLLEGE OF LAW HOUSTON 403(B) PLAN | HOUSTON TX | 348 | $22.0M | $9K |
| 9 | THE HARKER SCHOOL THE HARKER SCHOOL 403(B) TAX DEFERRED ANNUITY PLAN | SAN JOSE CA | 784 | $68.2M | $3K |
