Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Principal Capital Appreciation Fund - in their Schedule of Assets, totaling $10.5M 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 | FABIAN VAN COTT FABIAN VAN COTT RETIREMENT PLAN & TRUST | SALT LAKE CITY UT | 107 | $107.6M | $4.6M |
| 2 | GARNET HEALTH MEDICAL CENTER GARNET HEALTH MEDICAL CENTER 403(B) RETIREMENT SAVINGS PLAN | MIDDLETOWN NY | 4,127 | $296.5M | $3.9M |
| 3 | UNIVERSITY OF NORTHWESTERN - ST. PAUL |
ST. PAUL MN |
| 844 |
| $69.5M |
| $958K |
| 4 | JOHN S. CONNOR, INC. JOHN S. CONNOR, INC. 401(K) PROFIT SHARING PLAN | GLEN BURNIE MD | 120 | $8.0M | $715K |
| 5 | MCKING CONSULTING CORPORATION MCKING CONSULTING CORPORATION 401(K) PLAN | FAIRFAX VA | 54 | $15.3M | $340K |
| 6 | KENSINGTON COMMUNITY CORPORATION FOR INDIVIDUAL DIGNITY KENCCID 403(B) RETIREMENT PLAN | PHILADELPHIA PA | 150 | $1.4M | $5K |
