Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Principal Capital Appreciation SA-Z Pooled Separate Accounts in their Schedule of Assets, totaling $1.3M 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 | PON NORTH AMERICA, INC. PON NORTH AMERICA INC. DEFINED CONTRIBUTION PLAN | HOUSTON TX | 1,724 | $117.8M | $1.3M |
