Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Principal Capital Appreciation Fund Institutional Class in their Schedule of Assets, totaling $2.1M 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 | CAMERON MITCHELL RESTAURANTS, LLC CAMERON MITCHELL RESTAURANTS, LLC 401(K) PLAN | COLUMBUS OH | 3,902 | $27.4M | $1.3M |
| 2 | TRENDS INTERNATIONAL, LLC TRENDS INTERNATIONAL, LLC 401(K) PLAN | INDIANAPOLIS IN | 200 | $16.7M | $814K |
| 3 | M-FILES, INC. M-FILES 401K PLAN |
AUSTIN TX |
| 110 |
| $11.8M |
| $14K |
