Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding VC I Capital Appreciation Pooled separate account in their Schedule of Assets, totaling $445K 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 | METHODIST HEALTH, INC. METHODIST HOSPITAL, INC. 403(B) PLAN | HENDERSON KY | 0 | $22.7M | $382K |
| 2 | VERMONT ADULT LEARNING VERMONT ADULT LEARNING RETIREMENT PLAN | BURLINGTON VT | 93 | $4.3M | $33K |
| 3 | OREGON SHAKESPEARE FESTIVAL ASSOCIATION OREGON SHAKESPEARE FESTIVAL ASSOCIATION 403(B) PLAN |
ASHLAND OR |
| 385 |
| $7.4M |
| $30K |