Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Principal Capital Appreciation Separate Account-Z Pooled separate accounts in their Schedule of Assets, totaling $4.1M 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 | EMPIRE MERCHANTS, LLC EMPIRE MERCHANTS, LLC 401(K) PLAN | BROOKLYN NY | 228 | $75.8M | $4.1M |
