Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Principal Funds, Inc. Principal Capital Appreciation Fund in their Schedule of Assets, totaling $2.6M 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 | ROBERTSON'S READY MIX, LTD. ROBERTSON'S LTD. 401(K) PLAN | CORONA CA | 1,882 | $121.3M | $2.1M |
| 2 | HILL & WILKINSON CONSTRUCTION GROUP, LTD HILL & WILKINSON CONSTRUCTION GROUP, LTD. 401(K) PLAN | RICHARDSON TX | 405 | $44.6M | $480K |
| 3 | PROGRAM DEVELOPMENT SERVICES, INC. |
BROOKLYN NY |
| 326 |
| $8.2M |
| $12K |
