Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Principal Capital Appreciation Inst Fund in their Schedule of Assets, totaling $5.6M 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 | FARMER BROS. CO. FARMER BROS. CO. 401(K) PLAN | FORT WORTH TX | 910 | $103.5M | $2.7M |
| 2 | BAHA INDUSTRIES CORP. D/B/A OPEN SYSTEMS TECHNOLOGIES BAHA INDUSTRIES CORP. D/B/A OPEN SYSTEMS TECHNOLOGIES 401(K) PLAN | NEW YORK NY | 330 | $28.5M | $2.3M |
| 3 | ROGERS ENTERPRISES, INC. |
MATTESON IL |
| 374 |
| $16.1M |
| $633K |
