Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 17 U.S. retirement plans report holding TRP CAP APPRECIATION I in their Schedule of Assets, totaling $42.5M 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 | BERETTA U.S.A. CORPORATION BERETTA U.S.A. CORPORATION 401(K) & PROFIT SHARING PLAN | ACCOKEEK MD | 315 | $43.9M | $16.6M |
| 2 | IMEG CONSULTANTS CORP. IMEG 401(K) PLAN | ROCK ISLAND IL | 2,497 | $380.2M | $14.6M |
| 3 | TRIMONT LLC TRIMONT LLC 401(K) PLAN |
ATLANTA GA |
| 700 |
| $74.6M |
| $3.0M |
| 4 | NORTHSTAR MEMORIAL GROUP, LLC NORTHSTAR MEMORIAL GROUP, LLC 401(K) PLAN | HOUSTON TX | 1,177 | $57.8M | $2.8M |
| 5 | QUALITY WATER & AIR INC. QUALITY WATER & AIR INC. 401(K) RETIREMENT PLAN | HOUSTON TX | 217 | $10.3M | $1.4M |
| 6 | CHESAPEAKE EYE CARE MANAGEMENT, CHESAPEAKE EYE CARE MANAGEMENT, LLC 401(K) PLAN | ANNAPOLIS MD | 1,108 | $56.0M | $1.2M |
| 7 | THE EDUCE GROUP THE EDUCE GROUP RETIREMENT SAVINGS PLAN | BETHESDA MD | 92 | $18.7M | $576K |
| 8 | BELLOTA AGRISOLUTIONS AND TOOLS VENANPRI GROUP 401(K) PLAN | ROCK ISLAND IL | 341 | $14.6M | $530K |
| 9 | TECHNOMICS, INC. TECHNOMICS, INC. 401(K) PROFIT SHARING PLAN | ARLINGTON VA | 282 | $35.3M | $386K |
| 10 | VISIONEERING, INC. VISIONEERING, INC. 401(K) PROFIT SHARING PLAN & TRUST | AUBURN HILLS MI | 273 | $12.9M | $341K |
