Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Principal Capital Appreciation Instl Principal 0 in their Schedule of Assets, totaling $2.4M 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 | WESTON BUICK GMC, INC. WESTON BUICK GMC, INC. 401(K) PLAN | GRESHAM OR | 139 | $12.6M | $1.3M |
| 2 | OFFICE ALLY, INC. OFFICE ALLY, INC. 401(K) PROFIT SHARING PLAN | VANCOUVER WA | 240 | $18.7M | $721K |
| 3 | NORTHVIEW HOTELS & RESORTS, LLC NORTHVIEW HOTELS & RESORTS 401(K) PLAN |
WILTON CT |
| 2,348 |
| $21.2M |
| $260K |
| 4 | ATEC, INC. ATEC, INC. 401(K) PROFIT SHARING PLAN | STAFFORD TX | 376 | $32.2M | $116K |
