Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Principal Funds, Inc. Capital Appreciation Fund Institutional Class in their Schedule of Assets, totaling $5.5M 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 | CROWDER CONSTRUCTORS INC. CROWDER CONSTRUCTORS 401(K) SAVINGS AND PROFIT-SHARING PLAN | CHARLOTTE NC | 682 | $76.3M | $4.0M |
| 2 | VARIETY CARE, INC. VARIETY CARE, INC. 403(B) PLAN | OKLAHOMA CITY OK | 720 | $28.5M | $1.5M |
