Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding FID CAPITAL APPREC Registered Investment Company in their Schedule of Assets, totaling $590K 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 | ALLIANCE HEALTH PROFESSIONALS PLLC ALLIANCE HEALTH RETIREMENT PLAN | MOUNT CLEMENS MI | 231 | $41.3M | $563K |
| 2 | FUSION SOLUTIONS LLC FUSION SOLUTIONS 401(K) PLAN | PLANO TX | 326 | $3.8M | $27K |
