Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding Principal Cap App Inst Fund in their Schedule of Assets, totaling $11.2M 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 | JCB, INC. JCB, INC. 401(K) RETIREMENT PLAN | POOLER GA | 976 | $48.5M | $3.3M |
| 2 | INDEPENDENT HEALTH ASSOCIATION, INC. INDEPENDENT HEALTH 401(K) RETIREMENT SAVINGS PLAN | BUFFALO NY | 1,564 | $245.7M | $2.2M |
| 3 | COSCO SHIPPING (NORTH AMERICA) INC. COSCO SHIPPING (NORTH AMERICA) INC. 401(K) PROFIT SHARING PLAN |
SECAUCUS NJ |
| 477 |
| $101.4M |
| $1.6M |
| 4 | CUMBERLAND HEALTHCARE CUMBERLAND HEALTHCARE 403(B) PLAN | CUMBERLAND WI | 236 | $18.7M | $1.5M |
| 5 | PAC-12 ENTERPRISES, LLC PAC-12 ENTERPRISES, LLC GENERATION PLAN | SAN RAMON CA | 15 | $18.9M | $1.1M |
| 6 | RAILROAD CONSTRUCTION COMPANY, INC RAILROAD CONSTRUCTION COMPANY, INC. 401K PLAN | PATERSON NJ | 147 | $35.1M | $453K |
| 7 | GOLDBERG & OSBORNE LLP GOLDBERG & OSBORNE 401(K) PLAN | PHOENIX AZ | 88 | $9.4M | $384K |
| 8 | NORTHWOOD CHILDREN'S HOME SOCIETY, INC. NORTHWOOD CHILDREN'S HOME SOCIETY, INC. 403(B) TAX SHELTERED ANNUITY PLAN | DULUTH MN | 240 | $12.5M | $194K |
| 9 | PLUMAS BANK PLUMAS BANK 401(K) PROFIT SHARING PLAN | QUINCY CA | 192 | $26.7M | $182K |
| 10 | PAC-12 ENTERPRISES, LLC PAC-12 ENTERPRISES, LLC ACCESS PLAN | SAN RAMON CA | 69 | $3.4M | $145K |
