Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Principal Capital Appreciation Institutional Fund Mutual Fund in their Schedule of Assets, totaling $2.5M 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 | ON LOK INC. ON LOK RETIREMENT SAVINGS PLAN | SAN FRANCISCO CA | 1,242 | $119.0M | $2.5M |
