Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Principal Capital Appreciation in their Schedule of Assets, totaling $3.4M 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 | TEAM INDUSTRIES, INC. TEAM INDUSTRIES, INC. RETIREMENT SAVINGS PLAN | KAUKAUNA WI | 114 | $35.7M | $1.5M |
| 2 | ENVIRONAMICS, INC. ENVIRONAMICS, INC. 401(K) SAFE HARBOR PLAN | CHARLOTTE NC | 112 | $15.4M | $1.4M |
| 3 | FERRIS COFFEE & NUT COMPANY FERRIS COFFEE & NUT COMPANY EMPLOYEE'S PROFIT SHARING PLAN |
GRAND RAPIDS MI |
| 82 |
| $2.8M |
| $262K |
| 4 | SUNRISE COAL, LLC SUNRISE COAL, LLC 401(K) PROFIT SHARING PLAN | TERRE HAUTE IN | 611 | $52.3M | $145K |
