Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Principal Capital Appreciation Pooled separate account in their Schedule of Assets, totaling $2.0M 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 | CHARLIE'S MOTOR MALL, INC. CHARLIE'S MOTOR MALL, INC. 401(K) RETIREMENT SAVINGS PLAN | AUGUSTA ME | 222 | $20.8M | $511K |
| 2 | SAGENT, LLC SAGENT, LLC 401(K) PLAN | COPPELL TX | 127 | $5.1M | $455K |
| 3 | TEXAS BOOK COMPANY TEXAS BOOK COMPANY SAVINGS AND PROFIT SHARING PLAN |
GREENVILLE TX |
| 83 |
| $6.6M |
| $436K |
| 4 | SMART SYSTEMS TECHNOLOGIES INCORPORATED SST EMPLOYEE RETIREMENT PLAN | IRVINE CA | 213 | $7.4M | $358K |
| 5 | E SOURCE COMPANIES, LLC E SOURCE 401(K) PLAN | BOULDER CO | 308 | $25.0M | $188K |
| 6 | AG EXPRESS ELECTRONICS, INC. AG EXPRESS ELECTRONICS, INC. SAFE HARBOR 401(K) PROFIT SHARING PLAN | DES MOINES IA | 157 | $8.4M | $50K |
