Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Trp Cap Appreciation Mutual fund - in their Schedule of Assets, totaling $19.4M 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 | LUMSDEN & MCCORMICK, LLP LUMSDEN & MCCORMICK, LLP 401(K) PLAN | BUFFALO NY | 132 | $55.6M | $7.0M |
| 2 | WEST HERR FORD, INC. WEST HERR EMPLOYEES' RETIREMENT PLAN | BLASDELL NY | 3,152 | $176.7M | $4.6M |
| 3 | RADIANCE TECHNOLOGIES RADIANCE TECHNOLOGIES, INC. 401(K) PROFIT SHARING PLAN |
HUNTSVILLE AL |
| 2,432 |
| $170.2M |
| $3.2M |
| 4 | ODYSSEY SYSTEMS CONSULTING GROUP ODYSSEY SYSTEMS CONSULTING GROUP LTD 401(K) PLAN | WAKEFIELD MA | 1,397 | $125.8M | $2.5M |
| 5 | ENDWELL FAMILY PHYSICIANS, L.L.P. ENDWELL FAMILY PHYSICIANS, L.L.P. PROFIT SHARING 401(K) PLAN | ENDWELL NY | 119 | $29.7M | $1.9M |
| 6 | STOCK DEVELOPMENT ASSOCIATES, INC. STOCK DEVELOPMENT ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN | NAPLES FL | 599 | $27.3M | $317K |
| 7 | INTRATEK COMPUTER, INC. INTRATEK COMPUTER, INC 401(K) PROFIT SHARING PLAN | IRVINE CA | 108 | $6.4M | $24K |
