Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding VALIC Capital Appreciation Fund # in their Schedule of Assets, totaling $215K 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 | FIRST SERVICE BANK FIRST SERVICE BANK PROFIT SHARING & 401(K) PLAN | GREENBRIER AR | 136 | $7.6M | $118K |
| 2 | KUUMBA COMMUNITY HEALTH & WELLNESS CENTER, INC. KUUMBA COMMUNITY HEALTH & WELLNESS CENTER, INC. SAFE HARBOR 403(B) RETIREMENT PLAN | ROANOKE VA | 108 | $3.5M | $73K |
| 3 | JACKSONVILLE UNIVERSITY |
JACKSONVILLE FL |
| 400 |
| $77.4M |
| $14K |
| 4 | BEECHWOOD HEALTH CARE CENTER, INC BEECHWOOD TAX SHELTERED ANNUITY RETIREMENT PLAN | GETZVILLE NY | 544 | $17.5M | $9K |
