Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Principal Capital Appreciation Sep Acct in their Schedule of Assets, totaling $3.8M 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 | SIERRA LOBO, INC. SIERRA LOBO, INC. 401(K) PLAN | MILAN OH | 690 | $61.7M | $2.5M |
| 2 | CHF INDUSTRIES INC CHF INDUSTRIES, INC. RETIREMENT SAVINGS PLAN | CHARLOTTE NC | 125 | $25.0M | $515K |
| 3 | BATTLE LUMBER COMPANY, INC. BATTLE LUMBER COMPANY 401(K) PROFIT SHARING PLAN |
WADLEY GA |
| 259 |
| $15.9M |
| $460K |
| 4 | CELEBRATION RESTAURANT GROUP LLC CELEBRATION RESTAURANT GROUP 401(K) PLAN | CELEBRATION FL | 905 | $2.6M | $324K |
| 5 | MIKE SCHAAP BUILDERS, INC. MSB/BWS 401(K) PLAN | HOLLAND MI | 97 | $7.3M | $58K |
