Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding FIDADV CAPAPPI in their Schedule of Assets, totaling $1.4M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | BEACON MANUFACTURING GROUP, LLC BEACON MANUFACTURING GROUP 401(K) AND PROFIT SHARING PLAN | ALEXANDRIA MN | 319 | $19.6M | $798K |
| 2 | LIBERTY DENTAL PLAN CORPORATION LIBERTY DENTAL PLAN CORPORATION 401(K) PLAN | TUSTIN CA | 1,049 | $47.9M | $432K |
| 3 | KIDS IN NEED OF DEFENSEKIND |
WASHINGTON DC |
| 471 |
| $22.4M |
| $211K |