Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding TRP Capital Appreciation in their Schedule of Assets, totaling $37.6M 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 | AMERICAN PACKAGING CORPORATION AMERICAN PACKAGING CORPORATION 401(K) PLAN | COLUMBUS WI | 1,322 | $169.6M | $13.5M |
| 2 | GLOBAL TAX MANAGEMENT, INC. GLOBAL TAX MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN | WAYNE PA | 202 | $50.3M | $11.0M |
| 3 | MARKETVISION RESEARCH, INC. |
CINCINNATI OH |
| 187 |
| $39.9M |
| $6.3M |
| 4 | THE MIL CORPORATION THE MIL CORPORATION 401(K) PLAN | BOWIE MD | 796 | $90.8M | $5.3M |
| 5 | WEBER GALLAGHER SIMPSON STAPLETO WEBER GALLAGHER SIMPSON STAPLETON FIRES & NEWBY, LLP RET | PHILADELPHIA PA | 267 | $34.2M | $717K |
| 6 | LISTEN UP, INC. LISTEN UP, INC. 401(K) RETIREMENT SAVINGS PLAN | DENVER CO | 98 | $9.3M | $414K |
| 7 | TRC WORLDWIDE ENGINEERING TRC WORLDWIDE ENGINEERING 401(K) PLAN | BRENTWOOD TN | 86 | $14.4M | $392K |
| 8 | J & D HOME IMPROVEMENT, INC. J & D HOME IMPROVEMENT, INC. 401(K) PLAN | COLUMBUS OH | 90 | $2.2M | $61K |
| 9 | ALLEN COMMUNICATION LEARNING SER ALLEN COMMUNICATION LEARNING SERVICES, INC. 401(K) PLAN | SALT LAKE CITY UT | 84 | $6.1M | $22K |
