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 Mutual fund in their Schedule of Assets, totaling $529K 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 | PERTEET, INC. PERTEET, INC. 401(K) RETIREMENT SAVINGS PLAN | EVERETT WA | 128 | $19.4M | $529K |
