Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Principal Capital Appreciation Separate Account-Z* in their Schedule of Assets, totaling $737K 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 | 7G DISTRIBUTING, LLC 7G DISTRIBUTING, LLC 401(K) RETIREMENT PLAN | CEDAR RAPIDS IA | 200 | $30.5M | $584K |
| 2 | HAHN READY-MIX COMPANY HAHN READY-MIX COMPANY 401(K) PLAN | DAVENPORT IA | 129 | $6.8M | $152K |
