Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Principal Capital Appreciation Separate Account Pooled separate account in their Schedule of Assets, totaling $12.1M 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 | AMERICAN REGENT, INC. AMERICAN REGENT, INC. 401(K) AND PROFIT SHARING PLAN | SHIRLEY NY | 1,376 | $255.2M | $6.6M |
| 2 | PRIMED MANAGEMENT CONSULTING SERVICES, INC. PRIMED MANAGEMENT CONSULTING SERVICES, INC. 401(K) PLAN | SAN RAMON CA | 672 | $148.6M | $3.4M |
| 3 | HORWITH TRUCKS, INC. |
NORTHAMPTON PA |
| 148 |
| $14.8M |
| $1.1M |
| 4 | IDAHO STEEL PRODUCTS, INC. IDAHO STEEL PRODUCTS, INC. PROFIT SHARING 401(K) RETIREMENT SAVINGS PLAN | IDAHO FALLS ID | 151 | $20.7M | $657K |
| 5 | STINE SEED FARM, INC. STINE SEED COMPANIES MULTIPLE EMPLOYER 401(K) PLAN | ADEL IA | 424 | $26.2M | $319K |
| 6 | OPEN EXCHANGE, INC. OPEN EXCHANGE, INC. 401(K) PLAN | BOSTON MA | 102 | $7.1M | $17K |
