Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Principal Capital App R5 Fund in their Schedule of Assets, totaling $1.2M 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 | THE HURLEY CLINIC THE HURLEY CLINIC 403(B) RETIREMENT PLAN | FLINT MI | 140 | $36.0M | $831K |
| 2 | MT GRAHAM REGIONAL MEDICAL CENTER INC. MT. GRAHAM REGIONAL MEDICAL CENTER, INC.403(B) SAVINGS PLAN | SAFFORD AZ | 593 | $28.1M | $211K |
| 3 | PURITAN MEDICAL PRODUCTS COMPANY LP |
GUILFORD ME |
| 425 |
| $17.2M |
| $127K |
| 4 | HURLEY PRACTICE HURLEY PRACTICE MANAGEMENT SERVICES EMPLOYEE DEFERRED COMPENSATION PLAN | FLINT MI | 255 | $3.7M | $265 |
