Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 30 U.S. retirement plans report holding Prin Capital Appr SA-Z in their Schedule of Assets, totaling $21.8M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | CLARKE POWER SERVICES, INC. CLARKE POWER SERVICES, INC. EMPLOYEE RETIREMENT SAVINGS PLAN | CINCINNATI OH | 686 | $94.6M | $4.0M |
| 2 | SHELLY & SANDS, INC. SHELLY & SANDS, INC. EMPLOYEES 401(K) PLAN | ZANESVILLE OH | 342 | $86.9M | $3.9M |
| 3 | BELLISIO FOODS, INC. BELLISIO FOODS, INC. RETIREMENT SAVINGS PLAN |
MINNEAPOLIS MN |
| 352 |
| $46.7M |
| $1.5M |
| 4 | MERCHANTS BONDING MERCHANTS BONDING CO. MUTUAL SAVINGS PLAN | WEST DES MOINES IA | 245 | $58.2M | $1.4M |
| 5 | MACROGENICS MACROGENICS 401(K) PLAN | ROCKVILLE MD | 341 | $84.0M | $1.3M |
| 6 | W. M. JORDAN COMPANY, INC. W.M. JORDAN COMPANY, INC. PROFIT SHARING/401(K) PLAN | NEWPORT NEWS VA | 309 | $64.0M | $1.1M |
| 7 | BEFESA ZINC US INC. BEFESA ZINC US INC. SALARIED RETIREMENT SAVINGS PLAN | MOON TWP PA | 109 | $16.0M | $1.0M |
| 8 | US SIGNAL COMPANY US SIGNAL COMPANY 401(K) PLAN | GRAND RAPIDS MI | 439 | $29.3M | $809K |
| 9 | HB PERFORMANCE SYSTEMS, INC. HB PERFORMANCE SYSTEMS, INC. 401(K) PLAN | MEQUON WI | 125 | $23.0M | $751K |
| 10 | LANDSCAPES UNLIMITED, LLC LANDSCAPES UNLIMITED, LLC 401(K) PLAN | LINCOLN NE | 1,495 | $34.5M | $698K |
